📖 Table of Contents
Here’s how you can create your first signature request directly from HubSpot:
Before you begin, make sure you’ve installed and configured the integration. If you haven’t, check out our dedicated article.
Create a New Signature Request
In the Yousign integration card, click New signature request.
You’ll then have two options:
Use a Yousign template — Templates are pre-configured signature requests that help you save time. Simply select the desired template from the list. Learn more about templates.
Start from scratch — if you don’t want to use a template, just leave the default option set to “No template”.
Using templates is ideal if you regularly send the same type of documents for signature.
If your account has access to multiple workspaces in Yousign, make sure to select the correct workspace where the request should be created.
Then click Next, the card will expand and display the form where you can set up your signature request.
Signature request created from a template
Documents
You can review the list of documents included in the template in the Documents section. If you want to add a new document to the request or replace an existing one, you can upload it later when finalizing the invitation in Yousign.
Signers
If your template includes placeholder signers, they’ll automatically appear in the form.
You can link each signer to a HubSpot contact by searching for their name in the signer details field.
Need to add more signers?
Click Add Signers to include additional people in the request.
Only HubSpot contacts with a first name, last name, and email address can be selected.
Text fields
If the template contains read-only text fields, they will show up in a dedicated section. You can manually populate these fields with text values.
Signature Request created from scratch
Select Documents
Click Select Documents to add one or more documents to the request.
You can choose documents from two sources:
Attachments associated with the HubSpot record: These files are usually located in the right column of the page. They must be in .pdf or .docx format to be selected.
Quotes associated with the record (for transaction records only): These quotes must be in “Published” format to be selected.
If you want to add a new document to the request that is not in the HubSpot record, you can upload it later when finalizing the invitation in Yousign. As of now, it is impossible to upload a document directly from the Yousign card at this stage.
Selected documents are added as signing documents by default, but you can choose to turn them into signature request attachments by clicking Turn into Attachment.
Select signers
Add one or more HubSpot contacts as signers for the signature request.
Contacts associated with the HubSpot record are automatically added as signers. You can unselect them by clicking the “X” button.
You can add more HubSpot contacts by clicking Add Signers. Only HubSpot contacts with a first name, last name, and email address can be selected.
You can also add signers that are not HubSpot contacts when finalizing the request later in Yousign.
Finalize and send the signature request in the Yousign app
Once you’ve filled out the form, click Create Signature Request.
You have two options now:
Exit and Continue Later: You can come back later to the HubSpot record to finish and send the request.
Finish and Send Immediately: Click Continue on Yousign to finish and send the request.
A new page will open, redirecting you to Yousign.
If you’re not already logged in, you’ll be asked to sign in to your Yousign account first.
Once logged in, you’ll be taken straight to the document preparation page for your signature request.
Here, you must place signature fields on the document for each signer and make any necessary adjustments to the request.
Then click Next to review and configure the request settings.
Once everything is set, click Send to send the signature request.
Congratulations! Your signature request is now sent! You’ll be able to track it from the HubSpot record.
👉 Discover how to track your HubSpot signature requests in our dedicated article.