Digital signing
inside HubSpot
Get quotes, HubSpot quotes and contracts signed from a deal, contact, company or ticket. Templates fill themselves with your HubSpot data, workflows send automatically and the signed document returns to the record with its evidence summary.
Why sign from HubSpot
Everything from your CRM
Prepare, send and follow up without leaving HubSpot. The request stays with the deal, contact, company or ticket.
No retyping
Deal name, amount, contact name and close date flow from HubSpot into the document. What the customer fills in goes back to HubSpot.
Status in every list
The ValidSign status property sits on deals, contacts, companies and tickets. Add it as a column to your view or use it in reports.
Evidence on the record
After the last signature, the signed PDF and the evidence summary are on the record, with a note for every step.
What it looks like in HubSpot
For each request the card shows the progress, who has signed and what you can still do.
Progress per request
See at a glance how many signers are done and who has already opened the document.
Follow up from the card
Resend an invitation, cancel with a reason or link an existing ValidSign request to the record.
Fields in the designer
Place signature and input fields in the ValidSign designer, opened from HubSpot. Without fields, ValidSign adds a signature box at the bottom of the last page.
How it works
The ValidSign card sits on your HubSpot records. Four steps from deal to signed document.
Open the record
Open a deal, contact, company or ticket. The ValidSign card is right there on the record.
Choose what gets signed
A PDF from the attachments, a published HubSpot quote or a ValidSign template with fields from HubSpot.
Choose who signs
Signers come from the associated contacts, in the order you choose. Add a message and reminders, then send.
Signed, back in HubSpot
Every step appears as a note. Once complete, the signed PDF and the evidence summary are on the record.
All features
What the ValidSign app for HubSpot does today.
Send from any record
- Card on deals, contacts, companies and tickets
- Also on custom objects
- One or more PDFs from the attachments in a single request
- Signers from the associated contacts, in your order
- Personal message per signer
Sign HubSpot quotes
- Published quotes appear as a document in the card
- Signature box added automatically at the bottom of the last page
- Signed quote back on the deal
Templates with HubSpot data
- Fields filled from the deal, contact, company or quote
- Suggested values shown in advance and editable
- Amounts and dates in Dutch notation (2.500,00 and 31-12-2026)
Write back to HubSpot
- What the signer fills in goes to the record property after signing
- Deal stage, amount, owner and email address are protected and never overwritten
Automated with workflows
- Action "Send for signature with ValidSign" in HubSpot workflows
- Template, signers, message and reminders per workflow
- For example: the agreement goes out by itself as soon as a deal reaches a stage
Track, follow up and evidence
- A note for every step: viewed, signed, declined with reason, expired, reassigned
- ValidSign status property for lists, filters and reports
- Automatic reminders and resend invitation
- SMS verification per signer with the mobile number from the contact
- Signed PDF and evidence summary added to the record automatically
Use cases
Sales
Have the HubSpot quote signed straight from the deal and see the moment the customer signs.
Customer success
Renewals go out by themselves through a workflow, with the signed version back on the company.
Service and support
Get approvals, change requests and declarations signed from the ticket.
Partners and HR
Partner agreements and other documents to contacts in HubSpot, in a fixed order.
Get started in three steps
We install the app together with you during a short onboarding.
Install the app
You give the app access to your HubSpot account. You see exactly which permissions it asks for beforehand.
Connect ValidSign
On the app settings page you enter the API key of your ValidSign account. The app tests the connection before saving.
Add the card
Add the ValidSign card to your deal view, and wherever you like to contacts, companies and tickets.
The ValidSign basis
- Data stored in Europe
- eIDAS: simple, advanced and qualified electronic signatures (SES, AES, QES)
- ISO 27001 certified
- Access to HubSpot through the official OAuth connection, keys stored encrypted
Coming next
- Listing in the HubSpot Marketplace
- Sign in with your ValidSign account instead of an API key
- The card in Dutch (currently in English)
Frequently asked questions
Not yet. We install the app together with you during a short onboarding; the listing in the HubSpot Marketplace will follow. Request a demo and we will show you how it works.
Sending from deals, contacts, companies, tickets and quotes works in HubSpot accounts in which apps can be installed. Workflows require a HubSpot subscription that includes workflows, and custom objects only exist in HubSpot Enterprise. Those two permissions are optional: without them everything else works as usual.
Yes. Publish the quote in HubSpot, open the deal and choose the quote in the ValidSign card. The signature box is added automatically at the bottom of the last page. In the quote, choose "Print and sign" as the acceptance method, otherwise HubSpot adds its own sign button to the PDF.
Through a ValidSign template with fields that refer to HubSpot, such as deal.amount, contact.name or company.name. The app fills them in when sending; you see the values beforehand and can change them.
A note for every step, the ValidSign status property on the record and, after the last signature, the signed PDF and the evidence summary. Fields the signer fills in can go back to properties of the record.
Yes. The ValidSign app works in the same places: a card on the record, templates with HubSpot data, workflows and the signed document back. You link ongoing ValidSign requests to a record with "link existing request".
ValidSign stores your documents and signing data in Europe. ValidSign is ISO 27001 certified and supports eIDAS signatures (SES, AES and QES).
We discuss pricing during the demo, based on your team and the way you want to sign.
Request a demo of ValidSign for HubSpot
In a short session we show how you get documents and quotes signed from HubSpot and how to get started.
Book a personalised demo now
Start signing digitally today
Sign from HubSpot, without switching systems
Curious how ValidSign works inside your HubSpot? We are happy to show you.