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BoloSign – eSignature and PDF Automation

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BoloSign – eSignature and PDF Automation

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

Créé par
BoloForms
Installation
20+ installations
S'identifier pour installerNécessite un abonnement à BoloSign – eSignature and PDF Automation

Exigences

Abonnement HubSpot
Autorisations de compte HubSpot
Afficher les autorisations de compte requises
Type d'accès
Shared
Abonnement à BoloSign – eSignature and PDF Automation
Abonnement : Business Plan

Vue d'ensemble

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

Fonctionnalités

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.

Fonctionnalité de l'application

Données partagées
Source de données
Direction de synchronisation
Dans HubSpot
Dans HubSpot

Document Status

Transactions

Transactions

HubSpot Variable

Transactions

Propriétaires

Entreprises

Contacts

Propriétés de l'entreprise

Transactions

Propriétaires

Entreprises

Contacts

Propriétés de l'entreprise

Recipients

Contacts

Contacts

Avis

Écrivez le tout premier avis

(0 évaluation)

Business Plan

99 $US

/mois

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 $US

/mois

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

* Les prix mentionnés ici sont uniquement présentés à titre indicatif. Tous les prix n'incluent pas les taxes, les offres spéciales, les réductions ni les autres facteurs pouvant affecter les tarifs. Vous devez contacter le partenaire pour obtenir les tarifs les plus récents. HubSpot n'assume aucune responsabilité pour les informations de tarification fournies par ses partenaires. Dernière mise à jour des prix : 05/02/2026

Informations supplémentaires

Créé par
BoloForms
Installation
20+ installations
Catégories
Langues dans lesquelles cette application est disponible
Allemand, Anglais, Arabe, Français, Italien et Néerlandais

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