With the upgraded Dropbox Sign for HubSpot integration, you can check the status of a signature request directly in HubSpot, without switching to Dropbox Sign.
Signature request statuses
Signature requests can have the following statuses:
- Sent: The requester has sent a signature request.
- Viewed: At least one signer has viewed the signature request.
- Signed: All parties have signed the signature request.
- Declined: At least one signer has declined the signature request.
- Canceled: The requester has canceled the signature request.
How to check the signature request status in HubSpot
To check the status of a signature request:
- Navigate to an individual Contact, Company, or Deal record.
- Locate the Dropbox Sign CRM card for the three most recent signature request statuses.
- If you want to check on the status of an older signature request, click View more documents in the Dropbox Sign CRM card. You’ll be taken to the Documents page in Dropbox Sign.
