How to send signature requests using templates in HubSpot?

The BoldSign and HubSpot integration simplifies sending signature requests using templates directly within HubSpot CRM. By selecting a preconfigured template, you can quickly send documents with auto-populated data from HubSpot fields, ensuring a fast, accurate, and efficient signing process.

Follow the steps below to send a request using templates directly from HubSpot:

• Log in to your HubSpot account.
• Open the record from which you want to send the signature request using a template.
• In the right navigation bar, locate the BoldSign app card.
• Click Send Document.

• On the Prepare document for signing page, click the Browse Templates button to choose your template.

• Select the required template from the Choose from template dialog box and click Use.

• You will be taken to the send template page.
• In the Recipients section, specify the recipient’s details for each assigned role.
• You can optionally add additional signers or add CCs.
• Customize the message based on your needs and click Next to proceed to the configuration page.

• If the record contains contact data, recipient information such as name and email, along with other mapped fields like company name or deal amount, will be automatically filled from HubSpot.
• Review and adjust the form fields data to ensure accuracy before proceeding.
• Once everything looks good, proceed to send the document for signature.

• The document is sent successfully. Return to HubSpot.

For more information on creating a template in HubSpot, check out our article: How to create a template in HubSpot?.