Send a one-time document signature request using the Dropbox Sign for HubSpot integration

This article covers how to send a one-time signature request from HubSpot. You can also send signature requests from HubSpot using templates. 

Learn how to create templates.

Learn how to send a signature request using templates.

Send a one-time document signature request

To send a signature request:

1. Log in to app.hubspot.com.
2. Navigate to a Contact, Company, or Deal record.

3. Click Actions in the Dropbox Sign CRM card.
4. Click Send one-time doc.
5. Select the document(s) you want to add to your template, by clicking Upload, or by dragging and dropping files where it says Drag documents here to upload.
6. Click Next.
7. Add the name and email address for anyone who needs to sign.
   • If you send a signature request from a signer’s Contact record, the first signer name and email address will autofill with their details.
8. If you have the Qualified eSignature (QES) add-on, you can toggle Enable Qualified eSignature on or off.
9. Click Next.
10. Click and drag the fields you’d like to add from the left sidebar to your document. Learn more about using the Dropbox Sign editor.

11. Click Next.
12. Add CC recipients and a message for signers as necessary.
13. Click Agree and send.
14. Click Return to HubSpot.

You can track the status of a one-time document just like you would for any other signature request.

Learn how to check the status of a signature request in HubSpot.