π HubSpot KB Bridge: Use e signatures with quotes
π‘ Core Capability
Use e-signatures to gain acceptance of a quote from a buyer. An electronic signature, or an e-signature, is a personβs electronic expression of agreement to the terms of a particular document.
π οΈ Key Operations & Headings Outline
- Before you get started
- Understand e-signature limits
- Monitor e-signature usage
- Increase e-signature limit
- Enable e-signatures on a quote
- Reassign an e-signer
- Review quote reassignment activity
- E-sign a quote
- Countersign a quote from the quotes index page
- Review the signature status of a quote
- Next steps
- Related content
π Subscription Availability
- Revenue Hub Professional, Enterprise
π WayCup Operations & Workspace Context
- No active client notes are currently wikilinked to this capability. Useful as general reference for HubSpot features.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot