Learn how to send a PDF template for e-Signature in S-Docs for HubSpot.
1. Navigate to your company record in HubSpot.
2. Scroll to the Available Templates card in the right sidebar.
Find the card of the document that you want to send for e-Signature. In this example, we will use our “Inspection Checklist.”
Click the arrow icon next to “Generate Document.”
3. Click Send document for e-Signature.
You will be redirected to the below screen.
4. Click the Recipients tab, then add Recipient names and email addresses.
Press Save after each recipient; otherwise, the data will reset.
Note: By default, the names in these fields are the names of the profiles. End-users will need to update these fields to match the names of the recipients.
5. Give a final review of your document.
Click the Fields & Data tab. Review your document and ensure all of the fields are in the right place. If they are not, reach out to your administrator with changes.
6. Review and send your e-Signature request.
Click the Review & Send tab. Here, you will be able to confirm recipient information and edit your email template.
When you’re done, click Send documents in the upper right corner.
7. Track e-Signature progress.
Go to your e-Signature dashboard and track your recipient’s e-Signature progress.
