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BoloSign – eSignature and PDF Automation

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Aplicativo

BoloSign – eSignature and PDF Automation

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

Criado por
BoloForms
Instalações
mais de 30 instalações
Faça login para instalarRequer assinatura do BoloSign – eSignature and PDF Automation

Requisitos

Plano da HubSpot
    Funciona com todos os planos da HubSpot
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Permissões da conta da HubSpot
Ver permissões de conta necessárias
Assinatura BoloSign – eSignature and PDF Automation
Business Plan plano

Visão geral

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

Recursos

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.

Funcionalidade do aplicativo

Dados compartilhados
Fonte de dados
Direção da sincronização
Na HubSpot
Na HubSpot

Document Status

Negócios

Negócios

HubSpot Variable

Negócios

Proprietários

Empresas

Contatos

Propriedades da empresa

Negócios

Proprietários

Empresas

Contatos

Propriedades da empresa

Recipients

Contatos

Contatos

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Business Plan

US$ 99

/mês

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

US$ 99

/mês

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

* O preço aqui é apenas para fins de exibição. Todos os preços não incluem impostos, incentivos, descontos ou outras variáveis de preços. Você deve entrar em contato com o parceiro para obter informações mais atualizadas e precisas. A HubSpot não se responsabiliza por essas informações de preços, que são fornecidas pelos nossos parceiros. Preços atualizados pela última vez: 05/05/2025

Mais informações

Criado por
BoloForms
Instalações
mais de 30 instalações
Categorias
Idiomas nos quais este aplicativo está disponível
Alemão, Árabe, Francês, Holandês, Inglês e Italiano

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