Last updated: September 14, 2021
|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.
Each HubSpot account has a pooled limit of e-signatures based on your subscription and number of users. 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.
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:
Please note: if you download a signed quote, HelloSign removes links from any hyperlinked text included in the Comments to buyer or Purchase terms section from the PDF version of the quote. HubSpot recommends using the full URL for the linked text so the link is still clickable after the quote is downloaded.
Your customer will receive a copy of the document that they signed once all required signatures and countersignatures have been completed. The notification that they receive includes a link to the document they signed, which expires when the quote expires, and a PDF copy of the full signed document for their records.
Learn how to export HubSpot content and data from your account, such as pages, contacts, and files. Please...
After you create products in the product library, you can associate instances of the products as line items...
You can create quotes to share with contacts interested in buying a product or service from their company....