Products & Quotes

Use e-signatures with quotes

Last updated: November 2, 2020

Applies to:

Sales Hub  Professional, Enterprise

An electronic signature, or an e-signature, is a person's electronic expression of agreement to the terms of a particular document. E-signatures are valid and legal in the United States, Canada, the European Union, the UK, and many other countries. They have the same legal weight as written signatures.

Understand e-signature limits

The e-signature limit varies depending on your HubSpot subscription. Learn more about the e-signature limits on HubSpot's Products & Services catalog. You can purchase additional signatures by contacting HubSpot's sales team.

An e-signature will count towards the limit as soon as the e-signature option is turned on for a published quote. The quote does not need to be signed to apply to the signature limit. Additionally, if a quote requires multiple signatures, this only counts as one usage towards your limit. Each quote that has e-sign turned on counts towards the limit, regardless of the number of signatures required.  

For example, if a published quote with the e-signature option turned on requires three signatures, this only counts as one usage towards your limit. If no one has signed the quote, or only one or two people have signed, this still counts towards your limit.

E-sign a quote

HubSpot’s e-sign feature is powered by HelloSign. You do not need to create an account with HelloSign in order to use e-sign as part of the regular quote creation process within HubSpot. To use an e-signature, select the Use signature option on the quote signature & payment step and select a HubSpot user to countersign the quote. To sign a quote:

  • In your HubSpot account, navigate to Sales > Quotes.
  • You'll see your quote listed with a status of Pending signature. Hover over the quote and click the Actions dropdown menu and select Countersign.
  • At the bottom of the quote, click Sign.click-sign-on-quote
  • In the dialog box, click Verify next to your email address.
  • A verification email will be sent to your inbox. Sign into your email account and access the verification email, then click Verify your identity and sign quote.verify-and-sign-quote
  • In the dialog box, click Sign quote.
  • At the bottom of the quote, click the signature field next to your name. Or, click Get started in the top-right corner, then click the signature field.
  • In the dialog box, create your signature, then click Insert.sign-quote-with-hello-sign
  • Click Continue.
  • Review the terms of agreement, then click I agree.
  • Click Close.
  • To view who has already signed the quote, next to the quote, click the Actions dropdown menu and select View signatures.
  • To print a downloaded copy of the quote, next to the quote, click the Actions dropdown menu and select Download.