How to send a one-time signature request in HubSpot?

The BoldSign and HubSpot integration allows you to send one-time e-signature requests directly from HubSpot CRM. Unlike templates, one-time requests require manual entry of recipient details and document fields, offering flexibility for quick, on-demand signing needs.

Follow the steps below to send a one-time signature request in HubSpot:

• Open the required record in HubSpot where the BoldSign integration is enabled.
• From the right navigation bar, find BoldSign app card.
• Click Send Document.

• Upload the document needing signature in the Add File(s) section.

• In the Add Recipient section, specify the recipient details.
• Optionally, you can add the CC recipients in the Add CC section.
• Add the Document title, check the reminding section, and click Next to navigate to the configure field page.

• Drag and drop the required form fields.
• Click Send to send the document.

• The document is sent successfully. Click Close to return to HubSpot.