Send and Track eSignatures Directly in HubSpot

You can send signature requests from HubSpot Contacts, Companies, and Deals, so your team can start signing workflows directly from the CRM record.

Yes. You can map HubSpot properties (like name, email, company, deal amount, and close date) to BoldSign template fields so documents are automatically pre-filled when you send from HubSpot.

Yes. Use templates for repeatable documents (NDAs, MSAs, order forms) and one-time uploads for custom contracts.

No. Recipients can review and sign securely from a browser on desktop or mobile—no account required.

Yes. You can set a signing order when multiple recipients need to sign in sequence, or allow parallel signing when order isn’t required.

Yes. You can include CC recipients to keep managers, legal, or finance informed without making them signers.

If your workflow needs internal review, you can manage approvals as part of your process before sending the final document for signature.

You can view status such as Sent, Viewed, Pending, and Signed directly from the HubSpot record. You can also access the document details and completed copy from the same place.

Completed documents are stored in BoldSign and can be saved back to HubSpot so the latest signed PDF stays linked to the right Contact, Company, or Deal.

Yes. You can send reminders and follow up on pending signatures without leaving the HubSpot record.

Yes. Every signature request includes an audit trail that records key events like send time, views, signer actions, and completion.

Yes. eSignatures are legally enforceable under major eSignature laws such as ESIGN and UETA in the US and eIDAS in the EU (where applicable).

Yes. BoldSign uses AES-256 encryption, access controls, and audit trails. It also supports common compliance requirements such as SOC 2, GDPR, HIPAA, and PCI DSS.

An admin connects BoldSign and authorizes required HubSpot access so users can send from CRM records and store signed documents back to HubSpot.

Yes. Multiple users can use BoldSign within the same HubSpot portal. Each user can link their BoldSign account and send documents from HubSpot.

Yes. You can add fields to templates in BoldSign and map them to HubSpot properties as your workflow evolves.

The BoldSign app card must be added to your HubSpot record view by an admin. Once enabled, users can access it from Contacts, Companies, and Deals.

Check that the correct HubSpot property is mapped to the right BoldSign field and that the property has a value in the record before sending.

Yes. You can start a free trial to test the full HubSpot eSignature workflow before committing.