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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 affordable price.
제작자
BoloForms
설치
설치 수 20개 이상
설치하려면 로그인하세요.BoloSign – eSignature and PDF Automation 구독 필요

요구 사항

HubSpot 요금제
HubSpot 계정 권한
필수 계정 권한 보기
액세스 유형
공유됨
BoloSign – eSignature and PDF Automation 구독
Business Plan 플랜

개요

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

기능

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.

앱 기능

공유 데이터
데이터 소스
동기화 방향
HubSpot에 있음
HubSpot에 있음

HubSpot Variable

거래

소유자

회사

연락처

회사 속성

거래

소유자

회사

연락처

회사 속성

Document Status

거래

거래

Recipients

연락처

연락처

리뷰

고객 리뷰를 첫 번째로 작성해 보세요

(리뷰 0개)

리뷰 작성하기

Business Plan

7일 무료 체험판

US$99

/월

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

7일 무료 체험판

US$99

/월

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

* 여기에 표시된 가격은 표시 목적으로만 사용됩니다. 모든 가격에는 세금, 인센티브, 할인 또는 기타 가격 변수가 포함되어 있지 않습니다. 가장 최신의 정확한 가격 정보를 알고 싶다면 파트너에게 연락해야 합니다. HubSpot은 파트너가 제공하는 이 가격 정보에 대해 어떠한 책임도 지지 않습니다. 마지막 가격 업데이트 날짜: 2026.02.05.

자세한 정보

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BoloForms
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