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Once the signature request has been created, you can track its progress directly from the HubSpot record where you initiated it. Here’s how:
Track Requests from HubSpot
In the HubSpot record, the Yousign integration card will list all signature requests created from that record.
For each invitation, you’ll see:
Name: The name of the request. Click to open it in Yousign and see the full details.
Status: The status is updated in real-time as the request moves through different stages such as Draft, In Progress, To Approve, Completed, Cancelled, or Expired.
For more details on invitation statuses, check out this article.
Creation Date: When the invitation was created.
Expiration Date: The deadline for signers to sign and the approvers to approve the documents.
You can also perform the following actions:
Cancel a request.
Send a reminder notification to signers and approvers.
Delete a request.
Track your HubSpot requests from Yousign
You can also track your requests directly in the Yousign app. Go to the Signatures page and use filters to display only those requests created via the HubSpot source.
