Built-in eSignatures for HubSpot
Collect legally binding signatures without leaving HubSpot
eSignatures for HubSpot mean your reps send documents for signing directly from the deal record. Multi-signatory support, ordered or parallel signing, branded signing portal, audit trails, and real-time status tracking, all built into Portant. No DocuSign, no HelloSign, no switching between tools.
Trusted by teams at
920K+
Users
5.1M+
Documents automated
4.9/5
Google Marketplace & G2
125 hrs
Reclaimed per team / month
Why teams automate their esignatures in HubSpot
Switching to a separate eSign tool wastes time
Before
Generate the contract in one tool, download it, upload it to DocuSign, set up signers, send it, then check back later.
After
Generate, send for signing, and track, all inside HubSpot. One workflow, one tool.
Paying per signature adds up fast
Before
DocuSign charges per envelope. At 50 contracts a month, you are paying hundreds just for signatures.
After
Portant includes unlimited eSignatures on paid plans. No per-envelope fees, no surprise charges.
No connection between signatures and CRM data
Before
Signatures happen in DocuSign. Deals live in HubSpot. Someone has to manually update the deal stage when a contract is signed.
After
Portant updates the deal stage, creates tasks, and triggers workflows automatically when a document is signed.
How esignatures automation works
Every feature is built to work inside HubSpot, so your team moves faster without switching tools.
Send by email
Gmail or Outlook
Collect signature
Built into Portant
Signer status
PendingCapability
Multi-signatory with flexible signing order
Add multiple signers to any document. Set sequential signing order (client first, then legal) or let everyone sign in parallel. Each signer receives their own unique signing link.
Capability
Branded signing portal your clients trust
Customize the signing experience with your logo, colors, and domain. Your clients see your brand throughout the signing process, building trust and professionalism.
Rep Review Complete
Document #1247
Manager Approved
James W.
Ready to Send
Awaiting final delivery
Capability
Full audit trail for legal compliance
Every signature includes a complete audit trail with timestamps, IP addresses, and signer identity verification. Compliant with ESIGN Act and eIDAS regulations.
Capability
Real-time tracking in HubSpot
Know instantly when a document is opened, viewed, and signed. Signing status syncs to HubSpot in real time. Follow up at exactly the right moment.
How to get started with esignatures in HubSpot
Step 1
Add signature fields
Place signature tags in your Google Doc, Word, or PDF template where you need signatures.
Step 2
Map to HubSpot contacts
Connect signer names and email addresses to HubSpot contact properties.
Step 3
Send for signing
Generate the document and send it for signature directly from the deal record.
Step 4
Track and close
Monitor signing status in real time. Deal stage updates automatically when signed.
“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“Portant helps us automate workflows related to many document types. Proposals, invoices, contracts, and pitch decks. It saves us time and has eSign built in.”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“Portant helps us automate workflows related to many document types. Proposals, invoices, contracts, and pitch decks. It saves us time and has eSign built in.”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
Frequently asked questions about esignatures
Start collecting signatures today
Set up your first eSignature workflow in minutes. No credit card required.