eSignature HubSpot: Sign on the Dotted Line with Easee

Joakim Steenfos

15 Feb, 2023

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eSignature HubSpot: Sign on the Dotted Line with Easee

HubSpot eSignature is a digital signature tool that allows users to easily and securely sign documents online. This tool can be integrated with other HubSpot tools, such as its CRM, and is designed to help businesses streamline their processes and improve their overall efficiency by signing contracts etc. directly in HubSpot.

What is HubSpot eSignature?

HubSpot eSignature is a digital signature tool that allows users to sign documents electronically. This means that users can sign documents from anywhere, at any time, and on any device. The tool uses advanced security measures to ensure that the signature is legally binding and can be used in a court of law.

Benefits of using HubSpot eSignature

There are many reasons why a business might want to use HubSpot eSignature. For one, it allows users to sign documents quickly and easily, which can save a lot of time and effort. In addition, using a digital signature tool can improve the overall security of a business’s processes, as it eliminates the need to print, sign, and scan documents. This can help to reduce the risk of errors and ensure that important documents are handled properly.

How to use it?

Using HubSpot eSignature is straightforward and can be done by following the listed steps:

  1. Go to your HubSpot and then navigate to “Sales” and then “Quotes”
  2. Now you will be able to see listed quotes with the status Pending signature (if you have some of course). You will have to hover the quote and click the actions dropdown menu and select “Countersign”
  3. Now you will be able to click “Sign” at the bottom of the quote.
  4. Next click “Verify” right next to your email address.
  5. Now you will get a verification email in your inbox – follow the steps in the email.
  6. When that’s done, now click “Sign Quote.”
  7. The signature field will be shown at the bottom of the quote next to your name. or, click “Get started” in the top right-corner and then click the signature field.
  8. Now create your signature and then click “insert.”
  9. Now you will have to click “continue” and then follow the steps provided by HubSpot with terms of agreement etc.

Who use HubSpot eSignature?

It is a popular tool among B2B companies looking to streamline their document signing process. It allows businesses who particular sell services to boost their growth by simplifying and speeding up the signing process all in HubSpot.

Specific Example

One specific situation where HubSpot eSignature is relevant is during the sales process. When closing a deal, multiple documents often need to be signed by both parties. With eSignature, this process can be done quickly and easily, without the need for physical signatures or printing and scanning documents. This not only saves time, but also ensures that important contracts and agreements are legally binding.

Is it Difficult to use?

Using HubSpot eSignature is straightforward and user-friendly. It is integrated with the rest of the HubSpot platform, making it easy to access and use. Additionally, as a leading HubSpot partner, Radiant can help you implement eSignature and ensure that it is set up to meet your specific business needs.

How Radiant as a leading HubSpot partner can help you implement it

As a top-tier HubSpot partner Radiant can assist you in utilizing HubSpot eSginature. From our wide range of knowledge within various B2B-industries we have gained insight into the HubSpot eSignature and how to use it, but also when not to use it and what benefits follows with the feature.

If you are interested in using HubSpot eSignature you are more than welcome to contact us.

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