Deals

Use e-signatures with quotes

Last updated: December 2, 2019

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.

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 e-sign a quote, open the quote link in your browser or access the quote directly from the deal record:

  • In your HubSpot account, navigate to Sales > Deals.
  • Click the name of the deal.
  • In the Quotes section on the right, next to the quote to sign, click the Actions dropdown menu and select Countersign.countersign-quote
  • At the bottom of the quote, click Sign.click-sign-on-quote
  • In the dialog box, click Verify next to your email address.verify-email-dialog-box
  • 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
  • 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

Please note: each individual signature will count toward the HubSpot user's signature limit, including quotes with multiple signatures. Learn more about the e-signature limits in Sales Hub Professional and Enterprise accounts.

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