OneSpan Sign for HubSpot

OneSpan Sign’s integration with HubSpot provides a robust solution for managing document signing within the sales process, enhancing efficiency and accuracy. When a deal progresses, users can seamlessly update the deal stage within HubSpot. OneSpan Sign automates the creation of transactions and dispatches the required documents to the deal’s contacts for signature. Once signed, the completed transaction is conveniently stored as attachments within HubSpot, ensuring secure and easily accessible documentation.

This integration streamlines document preparation, accelerates deal closure, and enhances customer experience, ultimately driving sales effectiveness and organizational productivity.

Typical Workflows

The following are some typical HubSpot workflows that can improve with OneSpan Sign for HubSpot.

1. Advancing a Deal Stage:

   • Users can change a stage of a deal within HubSpot, signaling progression.

2. Automated Transaction Creation:

   • OneSpan Sign creates transactions and dispatches documents to deal contacts for signing.

3. Convenient Document Storage:

   • Signed documents and evidence summary are stored as attachments within the HubSpot Deal as a Note with attachments, ensuring easy access and organization.

Using Templates

A template enables you to predefine recipients, documents, and Signature Fields for future use. Thus templates can help you to automate future transactions.

1. Creating Templates:

   • Users can create templates within OneSpan Sign, incorporating text tags associated to the roles of the contacts defined in HubSpot.

2. Adding Templates to HubSpot Attachments:

   • Templates are added to HubSpot attachments, enabling seamless utilization when advancing through deal stages.

This integration is a paid add-on to an enterprise plan and not available in a professional plan.