Within the digital age, signatures are a vital a part of doing enterprise. They supply a option to confirm the authenticity of a doc and to make sure that the one who signed it’s who they are saying they’re. Whereas there are numerous methods to create a signature, one of the vital handy is to make use of a kind builder. Hubspot, a number one supplier of selling and gross sales software program, presents a wide range of kind templates that embrace the flexibility so as to add a signature. This makes it straightforward for companies to gather signatures from prospects, purchasers, and staff.
Including a signature to a Hubspot kind is an easy course of. First, it’s worthwhile to create a brand new kind or open an current one. Then, click on on the “Add a discipline” button and choose “Signature” from the record of choices. You may then customise the signature discipline to your liking. For instance, you possibly can change the dimensions, shade, and font of the signature. You can too add a label to the sector to inform folks what they need to do.
Upon getting added a signature discipline to your kind, you can begin gathering signatures. When somebody fills out your kind, they may be capable to signal it utilizing their mouse or touchpad. The signature will likely be saved as a picture file and will likely be hooked up to the shape submission. You may then view the signatures within the Hubspot CRM or obtain them to your laptop. Including a signature to a Hubspot kind is an effective way to enhance the safety and effectivity of your online business processes.
Customizing Signature Choices
HubSpot types present varied signature choices to cater to your particular necessities. You may customise the signature discipline to incorporate the next parts:
- Signature line: Create a chosen space the place signers can present their e-signature.
- Label: Add a descriptive label above the signature line to offer clear directions to signers.
- Required discipline: Make the signature discipline necessary by requiring signers to offer their e-signature earlier than submitting the shape.
Finest Practices for Securing Signed Paperwork
8. Implement Superior Safety Measures
Think about adopting extra safety measures to boost the safety of signed paperwork:
- Two-factor authentication: Require signers to offer a second type of authentication, corresponding to a one-time password (OTP), to confirm their id.
- IP deal with restrictions: Restrict entry to the signing course of primarily based on particular IP addresses or ranges.
- Time-based restrictions: Set deadlines for the validity of signatures, making certain they’re solely legitimate inside a predefined interval.
- Audit logs: Preserve detailed logs of all signing actions, together with timestamps, IP addresses, and consumer data.
- Third-party integrations: Associate with trusted third-party providers that present superior safety features, corresponding to licensed e-signatures and safe doc storage.
Integrating HubSpot Signatures with Different Instruments
HubSpot Signatures may be built-in with varied exterior instruments to boost its performance. Here is a breakdown of among the most typical integrations:
Gmail and Outlook
HubSpot Signatures may be simply built-in with Gmail and Outlook, permitting you to mechanically add skilled e-mail signatures to all outgoing messages. This ensures constant branding and gives fast entry to essential contact data.
Salesforce
HubSpot Signatures seamlessly integrates with Salesforce, the favored CRM software program. This integration means that you can create customized signatures primarily based on particular Salesforce knowledge fields, corresponding to contact’s identify, job title, or firm.
Slack
HubSpot Signatures may be built-in with Slack, the favored office communication software. This allows you to add skilled signatures to messages despatched by way of Slack, enhancing communication and making certain an expert model presence.
Zapier
Zapier is a robust automation software that means that you can join HubSpot Signatures with over 2,000 different apps. This integration opens up limitless potentialities for automating e-mail outreach, syncing knowledge, and creating advanced workflows.
DocuSign
HubSpot Signatures may be built-in with DocuSign, the digital signature resolution. This integration streamlines the signing course of by permitting you so as to add signatures to paperwork immediately from HubSpot.
Google Drive and Dropbox
HubSpot Signatures can combine with Google Drive and Dropbox, standard cloud storage providers. This integration allows you to retailer and entry signature photos from anyplace, offering flexibility and accessibility.
| Integration | Description |
|---|---|
| Gmail and Outlook | Automates e-mail signatures, ensures consistency, and gives quick access to contact data. |
| Salesforce | Creates customized signatures primarily based on Salesforce knowledge fields, enhancing relevance and offering context. |
| Slack | Provides skilled signatures to Slack messages, making certain model presence and sustaining professionalism. |
| Zapier | Automates e-mail outreach, syncs knowledge, and creates advanced workflows, extending performance by way of integration with over 2,000 apps. |
| DocuSign | Streamlines the signing course of by permitting you so as to add signatures to paperwork immediately from HubSpot, eliminating the necessity for handbook signing. |
| Google Drive and Dropbox | Shops and accesses signature photos from anyplace, offering flexibility and accessibility for on-the-go performance. |
How To Add A Signature In Hubspot Types
HubSpot types are an effective way to gather leads and develop your e-mail record. However what if you wish to add a signature to your types so that individuals can simply join your publication or mailing record? Here is the way to do it:
- In your HubSpot account, navigate to Advertising and marketing > Types.
- Click on on the shape you wish to add a signature to.
- Click on on the “Edit” button.
- Within the “Kind Fields” part, click on on the “Add Area” button.
- Choose the “Signature” discipline sort.
- Configure the sector settings to your liking.
- Click on on the “Save” button.
Your signature will now seem on the shape. When somebody indicators the shape, their signature will likely be captured and saved in HubSpot.
Individuals Additionally Ask About How To Add A Signature In Hubspot Types
Why ought to I add a signature to my HubSpot types?
There are a couple of the explanation why you would possibly wish to add a signature to your HubSpot types:
- To make it simpler for folks to enroll in your publication or mailing record.
- To gather signatures for a petition or different doc.
- To trace who has signed your types.
Can I add a signature to any sort of HubSpot kind?
Sure, you possibly can add a signature to any sort of HubSpot kind. Nevertheless, you will need to observe that signatures are solely supported on types which are created within the HubSpot kind builder.
How do I add a signature discipline to my HubSpot kind?
So as to add a signature discipline to your HubSpot kind, observe the steps outlined within the “How To Add A Signature In Hubspot Types” part above.
