Sending an envelope with HubSpot

Signable's integration with HubSpot is a nifty little tool, not only can you show the envelopes sent via Signable against your HubSpot contacts - but you can send envelopes out too!

First and foremost, you'll need the integration set up as outlined in this article here. Furthermore, you'll need to have a template saved within Signable as you can only send envelopes via HubSpot that feature a pre-made template, for more info on templates, click here.

Step 1:

To send your envelope, first navigate to the HubSpot contact, company or deal that you'd like to send to, you'll find your 'Manage Signable Envelopes' card within the central column of your HubSpot info cards like so:

This will already include any envelopes attached to that contact, in this example you can see the contact has two drafts already found within Signable itself but we're looking to send - so click 'Create Envelope'

Step 2 - Selecting your Document:

You'll then be met with this pop-up:

Simply select the Templates you'd like to include in the envelope, in this case we'll select the single 'Sample Contract' and then hit 'Next' towards the bottom right.

Step 3 - Adding Your Recipients:

Those of you familiar with Signable's send flow will probably have realised this is very similar, now we add our recipient information!

Add the name and email address for the envelope, alternatively - you can pull the details from any of your HubSpot contacts.

The default number of parties will be the same amount that were set up on the template - in this case, my template only features one party so my envelope starts with only one.

We also need to assign the recipient that we've just added to the role within the template, this will dictate which fields our signer is expected to fill - these roles will have whatever name they have on the template itself, in our case, that's 'Party'.

Should I need more than one signer, I simply click 'Add New Recipient towards the bottom'. If I wanted that party to be a copy only recipient, I simply click the 'Receives a copy only' toggle towards the top-right of the pop-up.

Once you're happy, click 'Next'

Step 4 - Prefillable Fields

If you're Template features prefillable fields, this next step will prompt you to fill them in! These will then appear on the document for your signer. For more information on prefillable fields, click here.

In this case, I've got just one, 'Name of Sender', so fill that in and continue! You can actually also get a sneak peek of what your signers will see by clicking the 'Preview' button - but when you're ready, hit 'Next'

Step 5 - Finalising your Envelope

This final step allows you to summarise your envelope's details, you'll see a pop-up that looks like this:

From top to bottom, we have options to change the envelope title - changing how the document is presented to your signers. Expiry settings will allow you to set a date that the envelope is cancelled outright if incomplete.

Signing sequence will dictate whether your parties sign your document sequentially (One at a Time) or simultaneously (All at Once).

'Share with' will edit who within your Signable account has visibility of the envelope. Finally, we have automatic reminders - toggling this to 'On' will allow you to set a schedule for automatic reminder emails to be sent to any outstanding signers.

Once you've dotted the I's and crossed the T's - click 'Send Envelope' and we'll do the rest!