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Does HubSpot have an eSign?



Does HubSpot have an eSign?


When it comes to working from home, there are many things that can get in our way. We're distracted by Slack notifications and phone calls. Sometimes we even forget what day of the week it is — and if you work for someone else, they might not know either.

But one thing that doesn't really change when we set up shop at home is how easy it should be to sign documents electronically. This saves time for both parties involved, and it also makes sure that all important information gets through without any confusion.

HubSpot's Salesforce integration allows users to quickly send out forms via email, which means you don't need to worry about printing out everything just so you could fill them out later (or ever). It's as simple as adding a checkbox next to each item on your form — you'll never miss another deadline again! And for those who prefer paper copies over digital ones, you can print out the signed agreement right from within your own inbox.

It sounds like something straight out of Silicon Valley, but this functionality has been available since 2010 thanks to HubSpot's collaboration with Evernote, DocuSign, Constant Contact and more than 30 other partners. The company recently added Apple Mail support, making it easier than ever to use their services together. So whether you want to start using HubSpot's customer relationship management software alongside its contact center solutions or you already love collaborating across different platforms, here’s how you can easily integrate HubSpot and DocuSign.

How do I create an eSign?

Creating an electronic signature isn't quite as complicated as creating a regular letter signature, because most people aren't familiar with the process anyway. You won't need much besides a computer and internet access, though knowing where to look will make the whole experience smoother.

First, go ahead and open up your preferred word processor. Then select Insert " File " Form " New… In the dialogue box that opens up, choose Microsoft Word Document (.doc) or Google Sheets (.xls), depending on the type of template you'd like to use. If you've got no idea what kind of file format you'd like to use, head over to DocuSign's templates page first. From there, pick whichever option suits your needs best.

For example, if you need to give approval to several clients' contracts, you may opt for a multipage contract agreement. Or maybe you want to sign off on multiple agreements at once. Either way, after choosing your desired template, you can proceed to customize it however you see fit.

Once you're done tweaking, click Save As… to name your new document whatever you wish. Make sure to save it under the correct folder so you always find it back at the end of the day.

Now, whenever you come across an item that requires you to sign, simply add a checkmark next to it. That's pretty much it. To attach additional signatures, you can take advantage of HubSpot's drag-and-drop feature, meaning you can move existing signatures around the document itself instead of having to copy and paste them every single time.

If you would like to include comments while filling out these types of forms, feel free to do so — all you have to do is hit Enter after typing anything you'd like to say. A pop-up window will appear asking you if you'd rather keep your comment private or share it publicly. Once you decide, hit OK. Otherwise, you'll receive a notification saying that you haven't provided a reason why you chose to hide your comment.

How do I create a free eSign document?

As mentioned before, HubSpot offers two main options for paying customers looking to collaborate efficiently. But if you're not ready to pay $29 per month yet, you still have plenty of ways to utilize HubSpot's free service.

In order to create an account, simply visit hubspot.com/signin and enter your details. After logging in, you'll notice that the homepage looks very similar to HubSpot's paid plan. However, unlike premium members, free accounts are limited to 100 active leads monthly. They also cannot offer unlimited number of collaborators nor can they provide custom branding.

To avoid running afoul of these limitations, try connecting HubSpot's free version with your personal Gmail address. Since you only need a basic user profile created in advance, this is the perfect solution if you're currently testing out HubSpot's products or planning to expand your business.

The downside of doing this is that you now have to manage emails sent directly to your primary email address. For example, if you were previously receiving newsletters, direct messages and promotional offers, you're going to have to unsubscribe from all of those lists manually. Luckily, this shouldn't cause too much trouble, because HubSpot provides you with detailed instructions detailing exactly how to handle this situation.

Additionally, some features such as automated follow ups, auto-responders and automatic reminders are unavailable in HubSpot's free plans. Still, it gives you enough power to test drive HubSpot's platform and figure out what works best for your business.



How do I create a PDF eSign?

Besides sending documents via email, you can also convert files stored locally onto your desktop into a.pdf extension. Once you download your finished product, you'll be able to view it offline and then upload it to websites.

There are various benefits to converting local files into PDF formats, including faster transmission times, the ability to edit items such as names and addresses, and the fact that you can store more data than plain text documents.

However, before proceeding with this step, ensure that the recipient hasn't disabled viewing attachments in his settings or deleted them altogether. Also, make sure to double-check that your recipients have Adobe Acrobat installed, otherwise you'll run into problems opening up said files later on.

You can connect HubSpot to Adobe Acrobat using Zapier. Simply log into your HubSpot dashboard, navigate to Integrations & Connections " Zapier and select Get Started. Look for Integration Guides, then scroll down until you reach Attachments Conversion Tools. There, input your credentials and select Convert Files. Next, you can adjust specific parameters, such as the conversion size and language preferences. Finally, review the resulting file and determine if you wish to continue.

After completing this last step, you can rest assured that your recipients will be able to read your completed forms properly.

How do I create an online electronic signature?

Although HubSpot does allow you to generate electronic signatures on mobile devices, it's worth pointing out that the function is somewhat lacking. On Android, iOS, Windows Phone 8 and Blackberry 10, you can choose between three different methods: handwritten typing, clicking on icons or scanning barcodes. Unfortunately, none of these options seem ideal considering that most companies nowadays require employees to stay connected 24 hours a day.

Luckily, there is an alternative. By integrating HubSpot's cloud technology with Authy, you can easily install a customized app on your smartphone. With this method, you can turn your device into a secure authentication tool, allowing you to access sensitive corporate networks remotely.

Authy integrates seamlessly with HubSpot, letting you automatically authenticate yourself to your workplace network, thus saving precious seconds. Plus, you can sync up your passwords, credit cards and other pertinent info, ensuring that nothing slips past during your daily commute.

Furthermore, Authy lets you create codes that expire after a certain amount of time, preventing hackers from gaining entry into your system. When it comes to security, Authy promises to encrypt all of your communications. Additionally, in case you lose your phone, you can recover your password with ease.

Using Authy with HubSpot essentially turns your handset into a remote control for accessing internal systems. Here's how it works:

Download the Authy app on your iPhone or Android device.

Connect Authy to HubSpot.

Scan the QR code displayed on HubSpot's website. The procedure usually takes less than thirty seconds.

Enter the six digits shown on your screen upon successful scan.

Log into your HubSpot account.

From here, you're good to go. Your company's IT department can grant you permission to access the corporate Wi-Fi network, enabling you to securely communicate with coworkers wherever you happen to be.

HubSpot's Salesforce integration has made it easy for businesses of all sizes to integrate their customer relationship management (CRM) and email marketing platforms. The company also makes a popular contact manager called InMail. But what about signature verification? Does HubSpot offer any sort of electronic document authentication services? The answer may surprise you.  

eSignatures are increasingly common in business communication today. You can send out emails from your desktop or mobile device without having to print off every single letter of correspondence and sign each one by hand. Instead, you simply click on "Send Signature" at the end of your message. This allows you to save time while still maintaining professional standards.     

But if you aren't using them yet, it might be because you're not sure where to start. So how does Hubspot compare when looking for eSignature solutions? More importantly, will its users benefit from integrating these features into their workflow?   

Here are some key questions we recommend asking yourself before investing in eSignature technology, and the answers HubSpot provides as part of its product line.    

Does HubSpot have eSignature?

Yes! If you've been following our news updates over the past few months, then you know just how far HubSpot has come when it comes to providing customers with better ways to manage content. One of those new innovations was the release of the Contact Manager API. Now developers can use this feature within their applications to allow users to connect directly with HubSpot products.  

This means that instead of only being able to access HubSpot through a browser interface, developers now have the option to create apps and web pages specifically designed around the needs of their target audience. For example, a developer could build an app which lets people search for contacts based on specific criteria such as whether they work for a certain firm or live near them. Another user could develop an application that gives salespeople a way to track leads that are already interested in buying their products or services.  

These types of apps make it possible to get more done faster than ever before. And unlike other companies who try to force you to download complicated software to view data stored online, most HubSpot clients don’t need to worry about downloading anything—they can see information right on the screen of their phone or tablet.  

In addition to making it easier for others to access your data, HubSpot offers several different kinds of eSignature devices. These include hardware options that look similar to traditional pen pads but provide larger touch screens, plus virtual systems that let you input information digitally. Users can even choose between standalone software and cloud-based offerings so that they can take advantage of whichever model works best for them.  

The bottom line here is that HubSpot has everything someone would want in a digital solution. No matter what type of device you prefer, you'll find plenty of flexibility and choices available.  

Is there a free eSign service?

While many companies charge money for the privilege of using a third party platform, HubSpot actually doesn’t require anyone to pay a cent. All you need do is log into the system once and you’ll immediately gain access to dozens of useful templates for creating signatures. However, since these are provided by HubSpot itself, you won’t need to buy another account later on unless you decide to upgrade.  

If you’d rather stick with HubSpot’s own offering though, you can still enjoy great benefits. Just keep in mind that you’ll need to go back up to the homepage to begin adding signatures. From there, you can select “Create New Template” to get started. Here you’ll find all sorts of handy preloaded templates that cover virtually any situation you could imagine.  

With HubSpot, no matter what industry you belong to, you’ll always find a template you can customize to suit your particular needs. There’s nothing quite like knowing exactly what you should put down next when you’re writing a legal contract.  

So why bother paying when you can skip the middleman and cut cost? Sure, sometimes it costs extra to avoid fees, but overall, HubSpot saves its users both time and money. It takes less effort to fill out forms, and you’re bound to spend less hours hunting for the perfect font. Plus, HubSpot automatically stores all your signed contracts and agreements behind its secure servers, meaning you never again have to waste time uploading files to Dropbox or Google Drive.  

Just remember that HubSpot isn’t going anywhere anytime soon, so don’t feel guilty if you think it’s worth spending a little bit of cash to ensure your future success.    

Is there something like DocuSign that is free?

If you’ve used DocuSign in the past, then you probably noticed that the process wasn’t very intuitive. First, you had to open up the DocuSign website on your computer, then you needed to upload a file to prove that you were authorized to electronically sign something. Then you’d finally receive a confirmation page letting you know that the transaction went through successfully. For simple transactions involving multiple parties, this method worked fine. Unfortunately, it got much harder as the amount of paperwork increased.  

Fortunately, HubSpot came along to solve this problem. Now, thanks to its API, you can instantly verify documents via smartphone. When doing so, however, you must first register for a trial version of the platform. Afterward, you’ll get a special code to activate your account. Once your account is set up, you can simply add attachments to emails whenever necessary, and HubSpot will handle the rest.   

As you can tell, HubSpot’s approach differs significantly from DocuSign’s. With DocuSign, you basically submit documents to a central location and hope they arrive safely. On the other side of things, HubSpot puts control firmly in the hands of its users. Whether you’re sending sensitive information over email or coordinating meetings with colleagues across the country, HubSpot handles all communications internally. Ultimately, this results in lower overhead for everyone involved.    

What is the best free Esign software?

No matter what kind of business you run, chances are good that you’ll eventually find yourself needing to complete important documents that contain personal information. While you might be tempted to write these by hand, that’s often unnecessary. Fortunately, HubSpot offers a variety of eSignature tools that you can easily incorporate into your routine.  

When you first launch the program, you’ll notice that HubSpot includes tons of helpful templates. Some of these deal with everyday tasks like meeting minutes, invoices, letters, etc., while others focus on more specialized situations like employment contracts, loan docs, etc. As long as you pick something that suits your circumstances, you shouldn’t have trouble finding something relevant.  

On top of this, HubSpot also offers a wide selection of customizable templates. Whether you need to draw up a standard agreement or create a unique form, HubSpot has you covered. Because the whole thing runs through the cloud, you’ll never need to worry about losing access to your private info. Even after upgrading to premium, you’ll continue to retain ownership of whatever documents you produce.   

As mentioned earlier, HubSpot offers a lot of functionality for free. But if you really like the service, consider purchasing additional accounts. Doing so opens up lots of exciting opportunities for growth. Not to mention, it’s usually cheaper than hiring outside help. Since HubSpot deals exclusively in high quality work, you’ll rarely encounter issues or errors. Overall, this ensures that your documents stay error-free and legally binding.  

Ultimately, HubSpot stands apart from competitors due to its excellent reputation and willingness to serve its community. Many former users report that they saved thousands of dollars during the course of their careers, largely because of the convenience offered by the company’s internal messaging system. In short, HubSpot helps to save time AND money, two crucial factors for running a successful business.  

Do you currently use HubSpot’s eSignature toolset? What did you like/dislike about the experience? Let us know below.  

We hope you enjoyed reading this article. We'd love to hear your thoughts - join our Facebook group or leave feedback in the comments section, below.

HubSpot is one of our favorite services for automating workflows and making processes more efficient. It's also great at tracking interactions from web forms all the way through to follow up emails. But what about sending out electronic signatures (eSignatures)? Is there a good way to manage them within HubSpot itself?

We spoke with Josh Lehrman, Director of Product Marketing at HubSpot, who helped us understand how HubSpot can handle managing eSigns. Here’s what we found…

Can you send contracts through HubSpot?

Yes! If you want to use HubSpot as a tool for creating new business agreements, that’s totally possible. As long as you don't need any kind of complex document creation features — like templates or collaboration support — it should be fine. You could even create simple PDF files if you wanted to.

If you're using HubSpot to look at existing deals, though, things get trickier. The platform doesn’t offer native integration with many popular eSignature providers, including DocuSign, but instead relies on third-party apps to connect the two systems together. In other words, while HubSpot will let you access certain parts of your signature collection, it won't allow you to upload those signatures directly from inside the app. For most people, this means installing separate software like Smart Signage or HelloSign before they start using the service.

That said, Lehrman told me that he expects HubSpot users looking for an easy way to add their digital signatures online — which is pretty much everyone — to install these third-party apps anyway, since the company has started offering free trials so customers can test drive its own eSignature solution first.

What does this mean for business owners? Well, if you already use HubSpot, chances are high that you've installed some sort of third party application by now. This makes sense when you consider just how often companies need to sign off on contracts, purchase items online, etc., where having a portable way to collect signatures would make life easier.

So yes, technically speaking, I suppose you can send contracts through HubSpot without ever needing to download another piece of software. However, it may not always feel natural to go back and forth between different platforms and applications, especially when you're trying to learn something new. Why waste time jumping around when everything works seamlessly under one roof?

In short, HubSpot provides a lot of useful features to businesses that rely on multiple vendors, whether they're big corporations with thousands of employees or small teams working remotely. By providing one central hub for all your interaction data, paperwork, and communications, HubSpot allows you to focus less on being tied down to specific tools and more on running your business efficiently.

Can you store contracts in HubSpot?

No, sorry. While HubSpot can track interactions across various channels, it cannot take care of storing information itself. That means you'll still need to keep your contacts' contact info handy, along with copies of signed agreements or contracts.

However, once you start using HubSpot to organize, automate, and improve workflow throughout each step of the process (from onboarding to customer relationship management), you'll find yourself spending less time worrying about missing email notifications and remembering important dates.

As such, HubSpot offers a very effective way to save money and resources on paper clips, staplers, post-it notes, and file cabinets by organizing and processing incoming requests faster than traditional methods. And unlike spreadsheets, HubSpot gives you real-time updates via graphs, charts, and reports that tell you exactly where your efforts stand compared to past performance.

This helps you identify areas of improvement and see patterns that might otherwise be missed. With HubSpot, you'll receive actionable insights based on your actions and decisions rather than vague generalizations.

How do you send a contract electronically?

When I asked Lehrman how HubSpot handles sending out contracts, his response was quick and straightforward. He explained that the company uses Gmail filters to automatically move any messages sent to a particular address marked "Contract" straight to Google Drive. From here, employees can open the message, review the details, attach documents, and then submit it right from within Gmail.

While this method isn't perfect, it allows HubSpot to cut out the middle man entirely and provide better security. Because HubSpot never sees sensitive information, you know it won't accidentally expose anything confidential. Plus, if someone sends you a link to a document via email, you can click on it immediately and view it in HubSpot without ever opening up another program.

It takes some extra effort to set up, however, which can be frustrating if you aren't used to setting up automated rules in Gmail. Also, despite the fact that HubSpot claims to filter out attachments, occasionally I received emails with attached.PDFs, presumably because HubSpot didn't recognize the sender as a contractual recipient yet.

On top of that, HubSpot only sorts emails with PDF attachment links into a single folder, meaning you'd have to dig through dozens of tabs to actually locate the relevant ones. Again, this feature comes in handy when you have hundreds of messages to deal with every day.

The downside to HubSpot's approach is that it requires you to accept emailed documents over plain text, meaning if you prefer to read documents in an external browser window, you won't be able to do so. To avoid this problem altogether, you could try downloading documents onto your computer before forwarding them to HubSpot. Or, alternatively, maybe you'd prefer to stick with desktop clients for reading and editing docs, leaving HubSpot alone for handling transactions.

By doing so, you could skip Gmail's automatic rule setup completely. Of course, you lose the ability to search documents stored elsewhere, such as Dropbox, OneDrive, or Box. So depending on what type of user you are, this might affect you differently.



Can DocuSign integrate with HubSpot?

Unfortunately, no. This is primarily due to technical limitations, although it's worth noting that HubSpot integrates with Salesforce — another enterprise resource planning system — far more extensively than DocuSign.

For example, HubSpot supports nearly every Salesforce field type, whereas DocuSign only lets you choose between Yes/No fields or checkboxes. Furthermore, HubSpot can even pull in data from custom objects and lookup tables, allowing you to build dynamic formulas and logic that run according to parameters like date range or status changes. When it comes to reporting, HubSpot excels thanks to Salesforce's preexisting metrics and statistics.

DocuSign, meanwhile, falls flat in comparison. Sure, you could theoretically write complicated conditional statements in order to perform calculations based on values pulled from a form field, but unless you were specifically building a report, you wouldn't be able to leverage DocuSign's built-in analytics capabilities. Instead, you'd simply end up with a blank spreadsheet.

Overall, I think HubSpot wins this round purely based on sheer numbers. There is a reason why HubSpot boasts 300 million monthly active users worldwide versus DocuSign's 40 million. Whether you're a remote worker juggling several projects simultaneously or a corporate executive responsible for overseeing five departments, HubSpot seems to appeal to a wider audience.

Of course, HubSpot is hardly flawless. Its UI leaves a bit to be desired, and its mobile apps lack basic functionality. But overall, HubSpot fills a definite niche well and deserves recognition for helping countless businesses grow exponentially year after year. Just remember that if you plan to use HubSpot for contracting purposes, you'll probably need to install additional software outside of HubSpot.

And if you're interested in learning more about HubSpot and related topics, check out our guide detailing how HubSpot works.


Author

Mathieu Picard

CEO, Anyleads, San Francisco

We are the leading marketing automation platform serving more than 100,000 businesses daily. We operate in 3 countries, based in San Francisco, New York, Paris & London.

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