πŸ”— HubSpot KB Bridge: Use e signatures with quotes

πŸ’‘ Core Capability

Use e-signatures to gain acceptance of a quote from a buyer. An electronic signature, or an e-signature, is a person’s electronic expression of agreement to the terms of a particular document.

πŸ› οΈ Key Operations & Headings Outline

  • Before you get started
  • Understand e-signature limits
    • Monitor e-signature usage
    • Increase e-signature limit
  • Enable e-signatures on a quote
  • Reassign an e-signer
    • Review quote reassignment activity
  • E-sign a quote
  • Countersign a quote from the quotes index page
  • Review the signature status of a quote
  • Next steps
    • Related content

πŸ“‹ Subscription Availability

  • Revenue Hub Professional, Enterprise

πŸ”— WayCup Operations & Workspace Context

  • No active client notes are currently wikilinked to this capability. Useful as general reference for HubSpot features.

TIP

Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot