HubSpot: Quotes, Contracts and Electronic Signing

With DealBuilder’s HubSpot integration, you can create and send quotes and contracts with a single click – directly from a deal. Customer data is automatically pulled into the document, and agreements are sent for signing via email or SMS in seconds.

Once the document is signed, HubSpot is updated automatically:

• The deal stage is updated
• The signed PDF is attached back to the deal
• Relevant properties can be populated with data from the signed agreement

The result is a faster, more standardized and more controlled sales process – while your customers get a professional and frictionless signing experience.

You can choose to send existing PDF documents, or use reusable templates built in DealBuilder for greater consistency, control and efficiency.

Secure electronic signing – directly from HubSpot

When using DealBuilder together with HubSpot, you can send documents for secure electronic signing using trusted digital signature methods. The signing experience is designed to be both simple for the recipient and legally binding for your business, with strong identity verification and full audit trails.

For many organizations, secure e-signing is not just about compliance, but also about trust and professionalism. A smooth and reliable signing process increases confidence for customers, employees and partners alike – and helps deals close faster.

DealBuilder is built with high security standards, privacy requirements and document control in mind, making it suitable for both local and international use cases.

Supported signing methods:

• Secure electronic signatures with identity verification (where available)
• Click-to-sign
• Handwritten signature

DealBuilder can be used internationally with both click-to-sign and handwritten signatures.

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Flexible configurations – tailored to your workflow

In addition to the standard flow shown in the video above, DealBuilder can be configured in multiple ways to match how your team works today – or how you want to work in the future.

This makes the integration suitable for everything from small sales teams to large organizations with complex requirements.

Common configuration examples:

• One-click sending of quotes and contracts from HubSpot
• Automatic document generation and sending based on deal stage changes or other triggers
• Product synchronization between HubSpot and DealBuilder
• Automatic updates of HubSpot data upon signing (deal amount, stage, products, properties, notes, etc.)
• Return of signed PDFs and structured data back to HubSpot
• Automatically move deals to specific stages when documents are sent or signed
• Workflows that create and send documents without manual steps

We adapt the integration to fit your processes – not the other way around.

What you can do with DealBuilder

DealBuilder acts as the engine behind your document workflow and gives you everything you need to run a professional and standardized sales process.

Features and capabilities:

• Create templates for quotes, contracts and other documents
• Add standard text, terms, products/pricing, attachments and signing methods
• Define rules for what users can edit (pricing, discounts, terms, attachments, etc.)
• Upload existing PDF agreements and add fixed attachments if needed
• Send documents for signing via email and SMS
• Automatic signing reminders
• Simple user and access management by team or department
• Support for multiple companies and departments within one solution – across countries if needed
• Language support for English, Norwegian, Swedish, Danish and Finnish (additional languages available on request)
• Flexible integrations using APIs and webhooks
• Full overview of all sent and signed documents in one place – synchronized back to HubSpot
• A complete signing solution for the entire organization: sales, HR, management, administration, board work and more
• Support for form-based orders that automatically generate agreements

Built for both small teams and large organizations

• Easy to get started
• Flexible setups for advanced needs
• High security and reliable operations
• Professional vendor with dedicated product development and support

Want to learn more?

Interested in exploring how your company can use DealBuilder together with HubSpot?
Get in touch with us, and we’ll show you which setups make the most sense for your needs.

DealBuilder also integrates with a wide range of other systems. You can read more about our additional integrations here.