SimpleSign integration with HubSpot

SimpleSign is a powerful, secure platform for e-signatures and contract management. It is particularly useful for companies looking to digitize and streamline their signing processes, with support for legally binding signatures, integrations, real-time data and easy archiving.

SimpleSign + HubSpot

SimpleSign offers seamless integration with HubSpot. This solution and integration simplifies the creation, management and signing of agreements/contracts directly in HubSpot. It is particularly useful for salespeople and sales teams looking to streamline and simplify their contract management workflows.

How the integration works between SimpleSign and HubSpot:

Systemstöd: your workplace for working with modern ERP systems Automated contract creation from HubSpot

With SimpleSign, you can create contracts directly from HubSpot Deals. Templates automatically populated with HubSpot data, such as company name, contact information and deal value, minimize the risk of errors and save the salesperson time.  

Systemstöd: your workplace for working with modern ERP systems E-signing directly from HubSpot

When the contract is ready, the salesperson can send it for e-signing directly from HubSpot. The customer (recipient) receives a link by email or SMS and can easily sign on any device, without having to create an account. The signature is legally binding and meets the eIDAS standard. 

Systemstöd: your workplace for working with modern ERP systems Template management and customization

With SimpleSign, you can create and manage customized templates, allowing you to quickly generate documents tailored to unique business needs. Templates can be shared within your organization and updated centrally.

Systemstöd: your workplace for working with modern ERP systems Tracking and status updates in SimpleSign

SimpleSign provides real-time document status updates, allowing you to track when a contract/document has been sent, opened and signed. This gives the salesperson and sales team better visibility and control over their business processes and contract management.

Systemstöd: your workplace for working with modern ERP systems Internal approval workflows in SimpleSign

Before a contract or other document is sent for signing, it can be submitted for internal review and approval. This ensures that all your internal processes are followed and that documents and contracts are correct before they are sent to the customer for signing.

Systemstöd: your workplace for working with modern ERP systems Auditing and compliance

All contracts and documents created and managed with SimpleSign are stored centrally, facilitating auditing and compliance. You can easily generate reports and obtain an overview of all contracts/documents at different stages of the contract lifecycle. 

More information or a demo of SimpleSign + HubSpot

For more information about SimpleSign integrated with HubSpot, or to book a demo, read more here SimpleSign’s HubSpot integration page.