Within the digital age, signatures are an important a part of doing enterprise. They supply a approach 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 crucial handy is to make use of a kind builder. Hubspot, a number one supplier of selling and gross sales software program, affords a wide range of kind templates that embrace the power so as to add a signature. This makes it straightforward for companies to gather signatures from clients, purchasers, and staff.
Including a signature to a Hubspot kind is an easy course of. First, you must create a brand new kind or open an current one. Then, click on on the “Add a subject” button and choose “Signature” from the listing of choices. You possibly can then customise the signature subject to your liking. For instance, you possibly can change the dimensions, shade, and font of the signature. You may also add a label to the sector to inform individuals what they need to do.
After you have added a signature subject to your kind, you can begin gathering signatures. When somebody fills out your kind, they may have the ability to signal it utilizing their mouse or touchpad. The signature will probably be saved as a picture file and will probably be connected to the shape submission. You possibly can 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 enterprise processes.
Customizing Signature Choices
HubSpot types present varied signature choices to cater to your particular necessities. You possibly can customise the signature subject to incorporate the next components:
- Signature line: Create a chosen space the place signers can present their e-signature.
- Label: Add a descriptive label above the signature line to supply clear directions to signers.
- Required subject: Make the signature subject obligatory by requiring signers to supply their e-signature earlier than submitting the shape.
Greatest Practices for Securing Signed Paperwork
8. Implement Superior Safety Measures
Think about adopting further safety measures to reinforce the safety of signed paperwork:
- Two-factor authentication: Require signers to supply a second type of authentication, similar 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 closing dates 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: Companion with trusted third-party companies that present superior safety features, similar to licensed e-signatures and safe doc storage.
Integrating HubSpot Signatures with Different Instruments
HubSpot Signatures could be built-in with varied exterior instruments to reinforce its performance. Here is a breakdown of among the most typical integrations:
Gmail and Outlook
HubSpot Signatures could be simply built-in with Gmail and Outlook, permitting you to robotically 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 permits you to create personalised signatures primarily based on particular Salesforce knowledge fields, similar to contact’s title, job title, or firm.
Slack
HubSpot Signatures could be built-in with Slack, the favored office communication software. This allows you to add skilled signatures to messages despatched by means of Slack, enhancing communication and making certain an expert model presence.
Zapier
Zapier is a strong automation software that permits you to join HubSpot Signatures with over 2,000 different apps. This integration opens up countless prospects for automating e-mail outreach, syncing knowledge, and creating advanced workflows.
DocuSign
HubSpot Signatures could 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, in style cloud storage companies. This integration allows you to retailer and entry signature photographs 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 personalised 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 means 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 photographs from anyplace, offering flexibility and accessibility for on-the-go performance. |
How To Add A Signature In Hubspot Varieties
HubSpot types are an effective way to gather leads and develop your e-mail listing. However what if you wish to add a signature to your types so that individuals can simply join your e-newsletter or mailing listing? Here is find out how to do it:
- In your HubSpot account, navigate to Advertising > Varieties.
- Click on on the shape you need 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” subject 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 probably be captured and saved in HubSpot.
Folks Additionally Ask About How To Add A Signature In Hubspot Varieties
Why ought to I add a signature to my HubSpot types?
There are a number of the explanation why you would possibly need to add a signature to your HubSpot types:
- To make it simpler for individuals to enroll in your e-newsletter or mailing listing.
- 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. Nonetheless, it is very important be aware that signatures are solely supported on types which can be created within the HubSpot kind builder.
How do I add a signature subject to my HubSpot kind?
So as to add a signature subject to your HubSpot kind, observe the steps outlined within the “How To Add A Signature In Hubspot Varieties” part above.
