HubSpot Integration
Trusted by industry leaders
Say goodbye to the hassles of using multiple tools
Easily create error-free contracts in HubSpot with auto-populated data. Let your team manage everything with approval routing, version control, and full contract visibility to speed up deal management.
Seamless Integration of SimpleSign and HubSpot
Experience the power of streamlined contract management with SimpleSign and Pipedrive. Together, they simplify your workflow, ensuring that every contract is easily accessible and efficiently managed.
Create contracts from HubSpot
Create and manage contracts directly from HubSpot deals, saving time and effort. SimpleSign auto-fills your proposals with HubSpot data, preparing an error-free contract in minutes. Every contract version, with updated data, automatically syncs between HubSpot and SimpleSign, ensuring you never miss an update and always stay on top of contract actions.
Approvals and review requests
Request approvals and signatures directly from HubSpot, without the need to manage review requests offline. Send contracts for review to relevant stakeholders while continuing to work on other deals. SimpleSign will keep you updated on the next steps. When it’s time to send for e-signing, simply click a button in HubSpot to get it done.
Ensure compliant processes
Ensure your organisational standards are always followed with custom conditions for contract creation. SimpleSign lets you lock contracts at specific sales cycle stages, preventing confusion or errors. By setting multiple conditions, you can automatically unlock the required contracts when those conditions are met, ensuring compliant process.
Detailed internal audits
Generate detailed reports for internal audits without digging through multiple folders and drives. With SimpleSign as your single source of truth, you can access all contracts created in HubSpot across different stages. The SimpleSign widget offers constant visibility, making it easy to generate reports quickly and accurately, simplifying your auditing process.