eSignature for HubSpot

Overview

With Docusign, users can easily integrate document creation, sending and tracking right from HubSpot, creating a more complete and streamlined document flow. Users can create brand new Docusign envelopes or use their favorite templates, with custom field mapping to make the two platforms work seamlessly. Embedded recipient tracking provides full visibility into your customer's journey, and workflows support means sales processes can work more efficiently at scale.

Highlights

• Assign custom mappings between HubSpot and Docusign fields

• Review and manage the status of your Docusign envelopes directly from the contact, companies or deal record screen

• Manage associations, attach or create new Docusign envelopes

• View envelope history and detail, like recipient status, senders and dates

• Attach new Docusign envelopes from templates and launch the envelope editor screen

Benefits

The HubSpot + Docusign integration allows users to customize, send, and track envelopes directly from HubSpot. It also enables users to apply HubSpot fields to Docusign envelopes.

Reduce friction for sales teams who previously needed to leave HubSpot to generate and send a Docusign envelope. Now they can do this directly from the contact, company and deal record and keep moving.