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BoloSign – eSignature and PDF Automation

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アプリ

BoloSign – eSignature and PDF Automation

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

開発元
BoloForms
インストール数
30件以上のインストール
サインインしてインストールBoloSign – eSignature and PDF Automationのご契約が必要

必要な条件

HubSpotエディション
    全てのHubSpotエディションに対応
もっと詳しく
HubSpotアカウント権限
必要なアカウント権限を表示
BoloSign – eSignature and PDF Automationの契約内容
プラン:Business Plan

概要

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

機能

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.

アプリ機能

共有されるデータ
データソース
同期方向
HubSpot上
HubSpot上

Document Status

取引

取引

HubSpot Variable

取引

所有者

会社

コンタクト

会社プロパティー

取引

所有者

会社

コンタクト

会社プロパティー

Recipients

コンタクト

コンタクト

確認

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Business Plan

$99

/月

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

/月

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

* こちらの価格は参考表示価格です。どの価格にも税、インセンティブ、値引など、価格に関する変動要素は含まれていません。価格に関する正確な最新情報については、この提供元パートナーまでお問い合わせください。HubSpotは、パートナー各社が提供する価格情報について一切の責任を負わないものとします。価格の最終更新:2025/05/05

その他の情報

開発元
BoloForms
インストール数
30件以上のインストール
カテゴリー
このアプリが対応している言語
アラビア語イタリア語オランダ語ドイツ語フランス語英語

人気

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