Close Deals Faster with a Native HubSpot eSignature Integration
Stop switching tabs. Start signing contracts directly from your HubSpot Deals, Contacts, and Companies.
Stop the Chaos. Start Closing.
Your sales team lives in HubSpot, but your contracts live somewhere else. This disconnect creates friction, slows down your sales cycle, and introduces manual errors. It's time to bridge the gap.
The Old, Broken Way
- Manually downloading proposals and contracts from HubSpot.
- Uploading documents to a separate e-signature platform.
- Chasing clients for signatures via email and phone calls.
- Forgetting to update the deal stage in HubSpot after signing.
- Wasting hours on administrative tasks instead of selling.
The eSignly + HubSpot Way
- Generate and send documents for signature with one click from a HubSpot record.
- Automatically populate documents with HubSpot contact, company, or deal properties.
- Track document status in real-time on the HubSpot activity timeline.
- Trigger HubSpot workflows to automatically move deals to "Closed-Won".
- Focus your team on what they do best: building relationships and closing deals.
Get Documents Signed in 3 Simple Steps
Our native integration is designed for simplicity and speed. No coding, no complex setup. Just a seamless workflow that your team will adopt instantly.
1. Send from HubSpot
Open any Contact, Company, or Deal record. Choose your eSignly template and click send. Contact properties are automatically merged into the document.
2. Client Signs Anywhere
Your client receives a secure link to sign the document on any device—desktop or mobile. No account or login required for the signer.
3. Track & Store Automatically
Get real-time notifications on the HubSpot timeline when the document is viewed or signed. The completed, legally binding document is automatically stored.
Everything You Need for a Seamless Workflow
Our HubSpot integration is packed with powerful features designed to eliminate manual work and accelerate your entire agreement process.
Send from HubSpot Records
Initiate signature requests directly from Contact, Company, or Deal objects, keeping your team focused within the CRM.
Automated Document Generation
Automatically pull HubSpot data (like names, amounts, and dates) into your templates to create personalized documents instantly.
Template Syncing
Create and manage your reusable contract and proposal templates in eSignly, and access them directly within HubSpot.
Real-time Status Updates
See every document view, open, and signature event logged automatically on the HubSpot activity timeline for full visibility.
Automated HubSpot Workflows
Use document completion as a trigger in HubSpot Workflows to update deal stages, create tasks, or notify team members.
Centralized Document Storage
Signed documents are automatically attached to the corresponding HubSpot record, creating a single source of truth.
Why eSignly is the Smart Choice for HubSpot Users
While other tools offer basic connections, eSignly provides a deep, native integration built to maximize your HubSpot investment and drive real business results.
True Native Integration
Work entirely within HubSpot without clunky pop-ups or redirects. Our integration feels like a natural part of your CRM.
Accelerated Sales Cycle
By removing manual steps and delays, our users see a significant reduction in the time it takes to get from proposal to closed-won.
Ironclad Security & Compliance
Benefit from legally binding signatures and compliance with ESIGN, UETA, GDPR, backed by SOC 2 and ISO 27001 certifications.
Transparent, Affordable Pricing
Get powerful features without the enterprise price tag. Our plans are designed to provide clear ROI for businesses of all sizes.
Built for Every Team Using HubSpot
Whether you're in sales, marketing, or operations, eSignly streamlines document workflows to help you achieve your goals faster.
Close Deals at Lightning Speed
Empower your sales reps to generate, send, and manage sales contracts without ever leaving HubSpot. Eliminate administrative bottlenecks and keep the focus on selling.
- Send proposals and quotes for signature directly from the deal record.
- Automatically update deal stages to "Closed-Won" upon signature.
- Get full visibility into which prospects have opened and signed agreements.
Convert Leads to Customers Seamlessly
Automate the final step of your inbound marketing funnel. Send service level agreements (SLAs), partnership contracts, and onboarding documents automatically.
- Trigger signature requests from HubSpot form submissions or list enrollments.
- Ensure brand consistency with customizable, branded documents.
- Track marketing-influenced revenue more accurately with signed agreements linked to contacts.
Automate and Standardize Processes
Create a single source of truth for all signed documents. Standardize your agreement process and ensure data integrity between your documents and your CRM.
- Ensure all signed documents are automatically archived in the correct HubSpot record.
- Reduce data entry errors by auto-populating documents from HubSpot properties.
- Build robust, automated workflows for onboarding, renewals, and vendor management.
What HubSpot Users Are Saying
"The eSignly integration for HubSpot is a game-changer. We've cut our deal closing time by at least 40%. Our sales team can send a contract from a deal record in seconds, and they never have to leave the CRM. It just works."
"As a RevOps manager, data integrity is everything. eSignly automatically syncs signed documents and updates deal stages, which has eliminated countless manual errors. It's the most seamless e-signature integration we've used with HubSpot."
"We onboard dozens of new clients a month. Before eSignly, it was a mess of emails and PDFs. Now, we trigger our Master Service Agreement from a HubSpot workflow. It's saved us at least 10 hours a week."
Enterprise-Grade Security and Compliance
Your documents are critical. We protect them with industry-leading security standards and ensure your signatures are legally binding across the globe.
ISO 27001
SOC 2 Type II
HIPAA
GDPR
PCI DSS
Simple, Predictable Pricing
Get started for free and scale as you grow. All our plans include the HubSpot integration, so you can connect your workflow today.
View Plans & PricingSee How Teams Win with eSignly and HubSpot
How a B2B SaaS Company Reduced Deal Closing Time by 40%
Industry: Technology / Software-as-a-Service
Client Overview
A fast-growing B2B SaaS company was struggling with a slow and inefficient sales process. Their team of 20 account executives used HubSpot as their CRM but relied on manual processes for contracts. This involved downloading templates, filling them out, emailing them as PDFs, and then manually updating HubSpot once a signature was finally received.
Key Challenges
- Sales cycles were unnecessarily long due to signature delays.
- Lack of visibility into contract status after it was sent.
- Manual data entry led to errors in HubSpot deal records.
- Poor customer experience during the final, critical stage of the sale.
Our Solution
eSignly was implemented and connected to their HubSpot portal in under an hour. We helped them create standardized contract templates that automatically pulled deal values, contact names, and company information directly from HubSpot.
- Sales reps now send contracts for signature with a single click from the HubSpot deal record.
- Real-time tracking appears on the deal timeline, showing when a contract is viewed and signed.
- A HubSpot workflow was created to automatically move the deal stage to 'Closed-Won' upon completion.
- Signed contracts are automatically saved to the corresponding company record.
Positive Outcomes
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Frequently Asked Questions
Setup is fast and simple. You can connect your eSignly and HubSpot accounts in minutes using our guided, code-free setup process. Most users are sending their first document from HubSpot in less than 15 minutes.
Yes. eSignly provides legally binding electronic signatures that comply with the U.S. Electronic Signatures in Global and National Commerce (ESIGN) Act, the Uniform Electronic Transactions Act (UETA), and GDPR in Europe, among other international regulations.
You can automatically pull data from standard and custom properties on Contact, Company, and Deal records. This includes names, addresses, deal amounts, product line items, and any other custom fields you've created in your HubSpot CRM.
Our integration is compatible with all HubSpot paid plans (Starter, Professional, and Enterprise) across Sales Hub, Marketing Hub, and Service Hub. Some advanced features, like workflow automation, require a HubSpot Professional plan or higher.
No, signers never need to create an account or pay anything. They simply click a secure link in their email to open, review, and sign the document on any device.
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