Send contracts for signature from HubSpot
BoldSign lets your team send, track, and store contracts inside HubSpot. No switching tools, no retyping deal details.
- Listed on the HubSpot App Marketplace
- Remind or revoke from the record
Trusted by 50,000+ businesses worldwide
What keeping eSignature separate from HubSpot costs your sales team
When the contract step runs in a separate tool, the same problems show up in sales teams.
Deal details get typed twice
Copied names and amounts turn into contract errors.
The rep leaves the record to send
The contract goes out from another tool, and the deal waits.
No view of where the contract stands
Nobody can tell whether the customer opened it.
Signed copies go missing
At renewal or audit time, the signed PDF is hard to find.
How an eSignature integration with HubSpot helps
The BoldSign HubSpot integration keeps the contract step on the record. The data, the status, and the signed copy stay where the deal is.
Details come from the record, not from retyping
Match each template field to a HubSpot property once, for each signer role. Name, email, phone, job title, and company then fill on every send.
CRM BoldSign SettingsBoldSign - Field Mapping for TemplatesField mappingClearSaveExample with sample data: the BoldSign field mapping window inside HubSpot, on the Contact tab, mapping the PhoneNumber, JobTitle, and CompanyName template fields of the client role to the Phone Number, Job Title, and Company Name HubSpot properties, with Clear and Save buttons. Sending starts from the record
The BoldSign card sits in the sidebar of the Contact, Company, or Deal. Choose Send Document, and the request opens on the record you are already in.
CRM Contacts Emily CarterThe BoldSign card in the right sidebar of a HubSpot contact record, with a Send Document button and an Actions menu. One set of templates for the whole team
Templates live in BoldSign inside HubSpot, with the signer roles each one needs. Every rep sends from the same list, so the wording stays the same.
CRM BoldSign SettingsBoldSign - Field Mapping for TemplatesAll templates+ Create new templateExample with sample data: the BoldSign template list inside HubSpot. Title Roles Created on NDA Template client, sales Oct 12, 2026 Sales Contract Form client Oct 12, 2026 Order Form client Oct 9, 2026 Master Services Agreement client, sales Oct 6, 2026 Example with sample data: the BoldSign template list inside HubSpot, with the template titles, their signer roles, when they were created, and a Create new template button. Signed copies stay with the record
Choose View Documents in the BoldSign card. Every request sent from that record is listed, and a completed one opens its signed copy.
CRM Contacts Emily CarterBoldSign - Track Document StatusExample with sample data: the BoldSign document list on a HubSpot record, with the completed documents that hold the signed copies. Title Status Sales Proposal FormSent by: Michael Brooks Completed Mutual NDASent by: You Completed Sales Contract FormSent by: You Waiting for others Order FormSent by: Michael Brooks Completed Example with sample data: the BoldSign document list opened from a HubSpot record, with two completed documents whose signed copies open from the same list, and one still waiting for others.
Why choose BoldSign for HubSpot users
BoldSign gives HubSpot teams a published price, no envelope meter, free support, and signer checks on every send.
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Templates the whole team shares
A template mapped in HubSpot is available to every BoldSign user on the team.
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No integration fee
The HubSpot integration has nothing extra to buy. See pricing.
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Unlimited envelopes
Sends from HubSpot are not metered.
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Help when you need it
Email and chat support is included, with no support contract to buy. Visit the support center.
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Signer checks on documents sent from HubSpot
Email or SMS one-time codes and ID verification apply to documents sent from a record.
How do you send a contract for signature from HubSpot?
BoldSign sends a contract from the HubSpot record in three steps. An admin builds the templates and maps the properties first.
- 1
Choose Send Document on the record
Open the Contact, Company, or Deal. The BoldSign card sits in the sidebar, with a Send Document button and an Actions menu.
CRM Contacts Emily CarterThe BoldSign card in the right sidebar of a HubSpot contact record, with a Send Document button and an Actions menu. - 2
Pick the document and the signers
Choose a template, or upload a PDF, then add the signers and set a signing order.
CRM Contacts Emily CarterBoldSign - Request SignaturePrepare document for signing(Step 1/2)NextStep 1 of 2 in the BoldSign Request Signature window inside HubSpot: Add files, with Browse File or Browse Templates, then Add Recipients with a recipient name and email, an Add Me link, a Signing Order switch, and a Next button. - 3
Check the filled fields and send
The document opens with the HubSpot values already in the fields. Check them, place any field that is still open, and send.
CRM Contacts Emily CarterBoldSign - Request SignatureConfigure fields(Step 2/2)SendExample with sample data: step 2 of 2 in the BoldSign Request Signature window inside HubSpot, with the Sales Contract Form open, the client name, email, phone, job title, and company filled from the HubSpot record, the field palette on the left, and a Send button.
Available on the HubSpot App Marketplace
BoldSign is a listed app on the HubSpot App Marketplace. You install it from the listing with no code, and the listing states that a BoldSign subscription is required.
How do you set up eSignature in HubSpot?
BoldSign connects to HubSpot in three steps, with no code.
- 1
An admin connects the two accounts
A HubSpot Super Admin links the two accounts, using the same email on both. The BoldSign card is then turned on for Contacts, Companies, and Deals.
- 2
The team builds templates and maps properties
Templates are created and listed in BoldSign inside HubSpot. Each template field is matched to a Contact, Company, or Deal property for a signer role.
- 3
Each user links their own account
From the BoldSign card on any record, a user signs in once. After that they send, create templates, and view status there.
| Title | Roles | Created on |
|---|---|---|
| NDA Template | client, sales | Oct 12, 2026 |
| Sales Contract Form | client | Oct 12, 2026 |
| Order Form | client | Oct 9, 2026 |
| Master Services Agreement | client, sales | Oct 6, 2026 |
Can you track signing status inside HubSpot?
Yes. Choose View Documents in the BoldSign card, and the document list opens on that record. Each request shows who sent it, its recipients, and its status, such as Waiting for others, Completed, or Revoked.
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Send a reminder
Nudge a signer who has not opened the document, without leaving the record.
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Revoke a request
Pull back a document that went out with the wrong terms, giving a reason for the record.
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Open the signed copy
A completed document opens its signed PDF from the same list.
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Everyone else sees the status
Teammates who did not send the document can read where it stands.
How are contracts sent from HubSpot kept secure?
BoldSign encrypts every document twice with AES-256. Its security controls are independently audited for SOC 2 Type 2. Each standard is listed in your account's Compliance page, shown below.
Compliance
BoldSign meets global security and compliance standards to protect your documents and data. Manage the settings below to align with your organization’s requirements.
Data Residency
Active (US - Global)Your documents and signer data are securely stored in your selected region to meet data sovereignty and local regulatory requirements.
HIPAA Compliance
EnabledEnable HIPAA mode to protect PHI using administrative, technical, and physical safeguards aligned with HIPAA regulations.
PCI DSS
CompliantPayments are securely processed through Stripe, a PCI DSS Level 1-certified provider, ensuring the safe handling and encryption of all payment data.
CCPA & CPRA
CompliantEnsures compliance with California privacy laws, giving residents transparency and control over their personal data, including rights to access, delete, and opt out.
SOC 2 Type II
CompliantBoldSign has successfully completed a SOC 2 Type II audit, validating our controls for security, availability, confidentiality, and data integrity.
UETA & ESIGN
CompliantBoldSign ensures that all e-signatures are legally binding and compliant with the U.S. ESIGN Act and the Uniform Electronic Transactions Act (UETA).
eIDAS (SES)
CompliantBoldSign complies with the EU eIDAS Regulation (910/2014) and supports Simple Electronic Signatures (SES) by default.
eIDAS (QES)
EnabledEnable Qualified Electronic Signatures (QES) for contracts requiring the highest legal assurance under eIDAS.
Security and procurement documents for eSignature
IT and procurement teams can read BoldSign’s security policy, data processing agreement, and subprocessor list online. The SOC 2 Type 2 report is available on request.
- Sign-in
Single sign-on
Works with Microsoft Entra ID, including user provisioning.
See features by plan - Audit report
SOC 2 Type 2 report
Available on request from BoldSign.
Request the SOC 2 report - Data protection
Data processing (DPA)
Includes the EU Standard Contractual Clauses and the UK Addendum by reference.
Read the data processing agreement - Data protection
Subprocessor list
Every third party BoldSign uses to process data.
See the subprocessor list - Service
Service levels
Uptime, support response times, and service commitments.
Find it in the Legal Center
eSignature integrations for HubSpot compared
BoldSign includes the HubSpot integration on the Business plan, at $15 per user a month. Each column shows the first team plan that includes that vendor's HubSpot integration.
| HubSpot integration | BoldSign | Dropbox Sign | Docusign | PandaDoc | Adobe Acrobat Sign |
|---|---|---|---|---|---|
| First team plan with the integration | Business plan | Standard plan | Standard plan | Business plan | Acrobat Sign Solutions Enterprise plan |
| Price a month, per user | $15billed yearly | $25billed yearly, 2 users minimum | $30billed yearly | $49 per seatbilled yearly | Sales quote |
| Documents included | Unlimited envelopes | Unlimited signature requests | 100 envelopesa year, per user | Unlimited documents | 150 transactionsa year, per license |
| Templates built in HubSpot | Yes, shared with the team | Yes | No, built in the Docusign account | No, built in PandaDoc | Not published |
| Fills from Contact, Company and Deal | Yes, all three | Yes | Yes | Partial, contact fields do not fill from Deal or Company records | Not published |
| Signed copy saved to the record | Yes | Yes | Yes | Yes | Not published |
Start on the Business plan, which includes the HubSpot integration and unlimited envelopes.
Each vendor’s plan, price, and integration page was checked on October 19, 2026.
Spotted something outdated? Tell us at support@boldsign.com.
Limits and costs to know before you send from HubSpot with BoldSign
BoldSign sends, tracks, and files documents for signature from HubSpot. It does not build quotes or run CPQ inside HubSpot. Prices are in USD.
- $15 Business plan, per user a month Billed yearly. The plan the HubSpot integration needs.
- $99 Premium plan, a month Billed yearly, for the whole organization, with no per-user charge.
How do you switch to BoldSign from another eSignature tool?
Docusign templates import into BoldSign at no charge with BoldSign’s import tool. BoldSign support helps teams make the switch.
- Guide
Import from Docusign
Step-by-step help for moving Docusign templates into BoldSign.
Read the import guide - Comparison
Docusign
Features and prices side by side, for teams moving from Docusign.
See the Docusign comparison - Comparison
Dropbox Sign
For teams moving from Dropbox Sign, formerly HelloSign.
See the Dropbox Sign comparison - Comparison
Adobe Acrobat Sign
For teams moving from Adobe Acrobat Sign.
See the Adobe comparison - Comparison
PandaDoc
For teams moving from PandaDoc.
See the PandaDoc comparison - Comparison
SignNow and others
Every eSignature tool BoldSign is compared with.
See all comparisons
More guides for eSignature in HubSpot
BoldSign help articles cover setup, mapping, and tracking in HubSpot.
- Guide
Install and connect BoldSign in HubSpot
The admin setup, step by step.
Read the guide - Guide
Connect from the BoldSign app card
For each user on the team.
Read the guide - Guide
Map template fields to HubSpot properties
Which property fills which field.
Read the guide - Guide
Send contracts from HubSpot
A reliable contract workflow in HubSpot.
Read the guide - Page
All eSignature integrations
CRM, storage, accounting, and automation.
See the page - Page
Salesforce integration
The same workflow from a Salesforce record.
See the page
Questions teams ask about eSignature in HubSpot
Which BoldSign plan do I need for the HubSpot integration?
The Business plan or higher, with no separate fee for the integration. Compare what each plan allows on the pricing page.
Do signers need a HubSpot or BoldSign account?
No. Signers open the document from the link in the signature request email and sign in any browser. See how signing works.
Can several reps use BoldSign in the same HubSpot account?
Yes. Every rep signs in to their own BoldSign account once, from the card. The user guide covers the steps.
Can you send a one-time contract without a template?
Yes. Upload the document from the record and send it as a one-time request.
What if a HubSpot property does not fill into the document?
Check that the field is mapped to the right property. Check that the property has a value on the record. See field mapping.
Can developers connect HubSpot through the BoldSign API instead?
Yes. The BoldSign API and webhooks send and update documents from any system on the Enterprise API plan. See the developer docs.
Are contracts signed from HubSpot legally binding?
Signatures you collect with BoldSign are legally binding under the ESIGN Act, UETA, and eIDAS.
Send your next contract from the HubSpot record
Start a 30-day trial, connect HubSpot, and send your first document from a deal.
Last updated: October 19, 2026. Disclaimer: This page contains product comparisons based on publicly available information as of October 2026 and may change.