Set up e-Signature with writebacks

e-Signature with writebacks ensures that you can capture additional inputs from individuals who sign a document at the time of signing and save that data into your HubSpot instance. 

Learn how to set up e-Signature writebacks in S-Docs for HubSpot.

1. Go to the Templates tab in the S-Docs app. 

Open the S-Docs app and click on the Templates tab.

2. Click on your desired document template. 

In this example, we will choose the Quote document template.

3. Set input field specifications.

In S-Docs, input fields are yellow by default. These are fields that a signee will be putting data into. Click on the field that you want to edit.

In this example, you can see that when we click on the Date field, a right sidebar opens to change that field’s settings. 

In the Save To Field menu, you will select which property you want the input in this particular field to be written back to in HubSpot. Since this is a quote, we will change the Date field to Deal.Close Date.

You can also change a field’s label to cue signees, giving them an idea of what information they should put in a specific field. For this example, we will change “Date” to “Signature Date.”

Click the Update template button.

4. Generate your document to send it for e-Signature. 

Now your template will be available. For this example, we have it tied to the Deal object, so we will click on Deals in the left sidebar in HubSpot. 

Click on the deal that you want to generate the document for.

The template will be available under the Available Templates card in the right sidebar. Click the arrow icon next to "Generate document" to generate it. This will take you to your document template in the S-Docs app, which will have all of your input fields generated. 

5. Send your document for e-Signature.

Click the Send document for e-Signature button in the top right corner. Then work your way through the e-Signature workflow.

• Documents tab: Here you can add other documents to your e-Signature envelope. 
• Signers tab: Enter your signer name and email. 
• Preview tab: Preview your document before you send it for signature. In this stage, you cannot move any fields. If you need change a field, you will need to go back to the template editor. 
• Review & send tab: Review the email that will accompany your e-Signature request, CC necessary parties, and verify that everything looks good one last time.

Click Request signature. If it’s your first time sending this document, use your email to test it before you send it to clients to preview it.

6. Confirm your email was sent in your e-Signature dashboard. 

A pop-up will appear, indicating the document was sent. Click Go to e-Signature dashboard to view the status of your e-Signature request. Click on the e-Signature envelope to get a detailed view of its progress. 

7. Optional: Review field writebacks. 

If the HubSpot property isn't visible already, you can confirm your data writebacks by navigating to your Company record in HubSpot. Click the Actions dropdown menu, then View all properties. Search for the property to confirm the write back.