How to view the status of the signature request in HubSpot?

The BoldSign and HubSpot integration allows you to track the status of signature requests directly within HubSpot CRM. From any contact, deal, or company record, you can view document progress, send reminders, revoke requests, or access completed documents—all without leaving your CRM dashboard.

Follow the steps below to view the status of requests in HubSpot

• Open the relevant Contact, Deal, or Company record in HubSpot.
• On the right sidebar, find the BoldSign app card.
• Expand the Actions menu and select View Documents.

• On the status page, documents are categorized by Title, Recipients, Sent on, Satus, and Action.

• For each in-progress document, you can perform actions such as viewing the document Overview, viewing the document, revoking, and sending reminders from the context menu.

• To view the document details, click Overview to be redirected to the BoldSign document overview page, where you can see the full details of the document and its status.

• To view a document, click View Document to be redirected to the BoldSign document viewer page, where you can see the full document and its signing status.
• To send a reminder to the signer, click the Send Reminder option, specify the reminder message, and click Send reminder to send it.

• To revoke a document, click the Revoke option, provide the reason for revocation, and click Yes, revoke to confirm.

• For completed documents, you can either view the Document Overview page or open the completed document from the context menu.