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BoloSign – eSignature and PDF Automation

BoloSign – eSignature and PDF Automation-icon
App

BoloSign – eSignature and PDF Automation

Generate quotes, get approvals, and eSign inside HubSpot at…

Erstellt von
BoloForms
Installationen
30+ Installationen
Zum Installieren anmeldenErfordert BoloSign – eSignature and PDF Automation-Abonnement

Anforderungen

HubSpot-Produktversion
    Funktioniert mit allen HubSpot-Produktversionen
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HubSpot-Account-Berechtigungen
Erforderliche Account-Berechtigungen anzeigen
BoloSign – eSignature and PDF Automation-Abonnement
Produktversion: Business Plan

Übersicht

The eSignature built for HubSpot teams

BoloSign isn’t a generic eSignature tool that happens to “connect” with HubSpot. It’s designed for HubSpot from the ground up, so your sales, marketing, and operations teams can close deals faster without leaving the CRM they already live in.

Move deals forward automatically

Every signed document updates your HubSpot pipeline in real time. Proposals viewed? Deal stage updated. Contract signed? Pipeline advanced. Your reps spend more time closing and less time cleaning up data. From bulk send to branded templates and secure audit logs, you have it all with BoloSign.

Prefill everything with one click

Stop wasting hours creating the same contracts again and again. Select a HubSpot deal or contact, and BoloSign instantly pre-fills your templates with variables like deal amount, stage, owner, company details, and emails. You get error-free, ready-to-send documents in seconds.

Keep the whole team aligned

Documents, templates, approvals, and audit trails are all tied back to HubSpot. That means marketing sees brand-ready proposals, finance sees payment terms, legal sees compliance and everyone is working from the same source of truth inside your CRM.

Why HubSpot teams choose BoloSign

  • Unlimited documents, templates, and members

  • Real-time HubSpot deal sync

  • Prefill variables from deals and contacts

  • Signing order and compliance controls

  • Affordable pricing, simple setup

Funktionen

Pull CRM data and properties into documents automatically

Autofill the content of your sales documents with CRM data, including customer name, address, organization, phone number, and any other deal or customer data. Working with the pdf and forms? You can reduce manual work by pre-populating the customer data from CRM into form fields.

Keep track with direct document links and statuses in your CRM

You’ll receive instant email alerts when your document stage changes and you can monitor these updates right in HubSpot. Open or download the signed document right from the objects where it was created. For more flexibility add direct document links to emails or notes.

Get two-way data sync and reporting

Whenever the document status changes in Bolosign, update the deal status in HubSpot and attach the PDF to the deal.

Create & Send Contracts in HubSpot

With BoloSign, you can generate a contract right from your HubSpot deal and send it out for signature instantly. Everything stays in HubSpot—fast, accurate, and hassle-free for your sales team.

Auto-fill docs from HubSpot Leads

Auto-fill docs from HubSpot Leads and automate Lead stages

Autofill the content of your leads documents with CRM data. Working with the pdf and forms? You can reduce manual work by pre-populating the customer data from CRM into form fields.

App-Funktionalität

Datenaustausch
Datenquelle
Richtung der Synchronisierung
In HubSpot
In HubSpot

Document Status

Deals

Deals

HubSpot Variable

Deals

Inhaber

Unternehmen

Kontakte

Unternehmenseigenschaften

Deals

Inhaber

Unternehmen

Kontakte

Unternehmenseigenschaften

Recipients

Kontakte

Kontakte

Rezensionen

Verfassen Sie jetzt die erste Kundenrezension

(0 Rezensionen)

Business Plan

99 $

/Monat

For teams of all sizes

  • Unlimited Form Submissions

  • Unlimited Members

  • Unlimited Documents

  • Unlimited Templates

  • Unlimited Forms

  • Redirection URL in Forms

  • Email Branding

  • Bulk Download

  • Read Receipts

  • Integrations

Business Plan

99 $

/Monat

For teams of all sizes

  • Unlimited Form Submissions

  • Unlimited Members

  • Unlimited Documents

  • Unlimited Templates

  • Unlimited Forms

  • Redirection URL in Forms

  • Email Branding

  • Bulk Download

  • Read Receipts

  • Integrations

* Die hier angegebenen Preise dienen nur zu Illustrationszwecken. Alle Preise enthalten keine Steuern, Sonderangebote, Rabatte oder sonstigen Preisvarianten. Bitte wenden Sie sich direkt an den Partner, um aktuelle und korrekte Preisinformationen zu erhalten. HubSpot übernimmt keine Verantwortung für Preisinformationen, die von unseren Partnern bereitgestellt werden. Letzte Aktualisierung der Preisinformationen: 03.12.2025

Weitere Infos

Erstellt von
BoloForms
Installationen
30+ Installationen
Kategorien
Sprachen, in denen diese App verfügbar ist
Arabisch, Deutsch, Englisch, Französisch, Italienisch und Niederländisch

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