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构建

E-Sign

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应用程序

E-Sign

Send, sign and manage eSign agreements without ever leaving HubSpot

安装
超过 20 次安装
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要求

HubSpot 计划
HubSpot 帐户权限
查看必要帐户权限
E-Sign 订阅
Enterprise 计划

概览

Manage, send and sign documents directly from HubSpot with eSign for HubSpot to create a more streamlined document workflow. Create new documents, use templates to save time and route documents in an order you define. Your sales team benefit from having full transparency of the document journey with real-time tracking, custom workflows and a detailed audit trail.With eSign for HubSpot, users can:

  • Create documents and send for eSignature without leaving HubSpot.

  • Send, sign and manage your important documents from a central location.

  • Automate and accelerate workflows with completed documents saving automatically in HubSpot.

  • Maximise the efficiency of document management for both you, your employees and your client.

  • Ensure better collaboration on important documents with internal and external stakeholders.

  • Create and access saved templates directly from HubSpot and send for eSignature.

  • Create your own unique eSignature, by drawing, uploading a picture or by typing

Integrating eSign with HubSpot eliminates the hassle for sales teams who previously had to leave HubSpot to send documents for signing. Documents can be created and sent directly from contact, company or deal records, keeping the sales process seamless, collaborative and efficient.

功能

Get signatures

Get signatures

Automatically create a contract or proposal when a deal reaches a certain stage in HubSpot. Send it straight to the customer for signature using E-Sign—no switching between apps, saving time. When the customer signs, HubSpot instantly reflects the update and saves the signed contract within HubSpot for a more efficient process.

Templates

E-Sign Templates

Sales and admin teams can spend too much time recreating basic documents each time, leading to mistakes and inconsistent messaging. With E-Sign's templates, create reusable, branded templates (e.g., contracts, NDAs, onboarding packages) that automatically pull in HubSpot contact and deal data—no manual editing required.

应用程序功能

数据源
同步方向
在 HubSpot 中
在 HubSpot 中

CMS Files

CMS 文件

CMS 文件

Companies

公司

公司

Deal Properties

交易属性

交易属性

Deals

交易

交易

Users

用户

用户

Workflows

工作流

工作流

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Enterprise

Customise an eSignature plan that scales with your business

Contact us

Enterprise

Customise an eSignature plan that scales with your business

Contact us

* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间:2025/09/11

更多信息

构建者
E-Sign (UK) Ltd
安装
超过 20 次安装
类别
应用程序可用的语言
英语

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