TL;DR: BoldSign is now on the HubSpot Marketplace, so you can send, track, and auto-store eSignatures inside HubSpot (with templates + HubSpot data autofill) to close deals faster.
Let’s be honest: nothing kills the momentum of a deal like a “Where’s the contract?” email thread. You’ve already done the hard work in HubSpot, nurtured the lead, booked the meetings, and aligned the stakeholders. The last thing your team needs is a disconnected signing process that slows everything down.
That’s why we’re excited to announce that BoldSign is now available on the HubSpot Marketplace. With BoldSign for HubSpot, teams can send, sign, track, and store agreements directly inside HubSpot without switching tabs or relying on manual workarounds. It’s a faster, cleaner way to manage eSignatures for proposals, quotes, contracts, NDAs, onboarding documents, and more.
Why this launch matters
Sales teams move faster when everything happens in one place. When your contract workflow lives outside your CRM, it creates unnecessary delays, repetitive admin work, and limited visibility.
BoldSign changes that by bringing eSignature workflows directly into HubSpot. Teams can send documents from the records they already work in, track signing progress in real time, and keep completed agreements attached to the right record automatically.
The result is simple: less back-and-forth, fewer manual errors, and a smoother path from deal to signature.
What you can do with BoldSign for HubSpot
Send documents directly from HubSpot
Start signature requests right from Contacts, Companies, or Deals. No exporting records, no juggling tools, and no searching for the latest version of a document.
Auto-fill agreements with HubSpot data
Map HubSpot properties such as contact details, company information, deal amount, and close date to BoldSign templates. This helps eliminate manual entry, reduce mistakes, and speed up document preparation.
Use templates to move faster
Create reusable templates for common documents like NDAs, MSAs, order forms, and renewals. Standardized templates help teams send documents faster while keeping processes consistent.
Track status in real time
Monitor document progress directly inside HubSpot with clear status updates such as Sent, Viewed, Signed, Pending, or Completed. That means faster follow-ups and better visibility for your team.
Store signed documents automatically
Once a document is completed, the signed PDF can be attached to the relevant HubSpot record automatically, making it easier to keep everything organized and accessible.
Manage signature requests without leaving HubSpot
Teams can stay in control of the process by managing signature requests from within HubSpot, reducing context switching and keeping work streamlined.
Built for modern sales workflows
The BoldSign + HubSpot integration is built for teams that need flexibility without complexity. Whether you’re sending a repeatable contract from a template, uploading a one-time agreement, routing documents to multiple signers, or reaching recipients through Email, SMS, or WhatsApp, the workflow stays simple and efficient.
It’s a practical fit not just for sales teams, but also for legal, customer onboarding, finance, and operations, any team that needs agreements signed quickly and tracked clearly.
Security and compliance you can trust
When it comes to eSignatures, trust matters. BoldSign is designed with security and compliance in mind, with support for major standards and protections such as SOC 2, GDPR, HIPAA, PCI DSS, AES-256 encryption, and audit trails. This gives businesses the confidence to scale digital agreements while maintaining security and accountability.
Available now on the HubSpot Marketplace
BoldSign is now live on the HubSpot Marketplace, making it easy for HubSpot users to add eSignatures to their existing workflow.
If your team wants to reduce delays, cut manual work, and create a more seamless signing experience, BoldSign for HubSpot is built to help you do exactly that.
Get started with BoldSign for HubSpot
Ready to simplify your agreement workflow? Install BoldSign from the HubSpot Marketplace and start sending contracts directly from HubSpot today.
New to BoldSign? Start with a free trial and test the HubSpot integration in minutes.
Need help? Schedule a demo or contact our support team via our support portal. You can also visit the BoldSign help center for quick step-by-step guides.
