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Close deals faster with HelloSign for HubSpot

Spend more time growing your business and less time getting agreements signed.

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What you get
Speed up your sales cycle with a streamlined workflow

Speed up your sales cycle with a streamlined workflow

Build sales contracts and send them for signature without ever leaving HubSpot.

One integrated approach to keep your sales team up to date on all deals in motion

One integrated approach to keep your sales team up to date on all deals in motion

Work seamlessly with your team, without worrying about extra work or errors slowing down your sales cycle.

Eliminate friction and stay focused on the core needs of your business

Eliminate friction and stay focused on the core needs of your business

Let HelloSign for HubSpot automate all of your organization's manual agreement workflows.

How to Sign a Document in 
HubSpot
 with HelloSign
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Never worry again about a sales contract slowing down your business
Never worry again about a sales contract slowing down your business
Never worry again about a sales contract slowing down your business
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What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Never worry again about a sales contract slowing down your business
“Having HelloSign integrated into HubSpot gives our dealmakers access to contracts that they can send when the deal is hot, and HelloSign lets artists sign immediately.”
Rebecca Graff
Chief Operating Officer at Symphonic

Questions about this integration? We have answers.

Start your free trial
HelloSign + Dropbox

Sign and store any document with HelloSign in Dropbox

Easily send, securely sign, and safely store your most important agreements in one seamless workflow, without leaving Dropbox.
Start free trial with your Dropbox account
Screenshot of the "Send for Signature" feature in Dropbox
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Keep your business moving with secure paperless signing

Save time and keep your business running with electronic signatures that can be completed quickly, securely and remotely.
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The easiest way to get legally binding eSignatures in Dropbox

Easily send signature requests and sign electronically for any document from start to finish, without leaving Dropbox.
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Automate your workflow for your most important agreements

You and your team can automatically organize, safely store and easily access signed documents, in one place.

Send, sign and store - all in Dropbox.

Simply add signers by email address to send out for signature requests.
Screenshot of the Dropbox signer experience
Screenshot of the Dropbox prepare document for signature experience
Easily prep your document by placing fields to specify the sections that need to be signed, dated and more.
Choose your Dropbox folder for your signed document to be automatically saved and safely stored.
Screenshot of storing the signed copy in a Dropbox folder
Screenshot of HelloSign document audit trail
Track your document in Dropbox with notifications of key activities and the events of the signed document with an appended audit trail.
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"We're excited to bring the power of HelloSign and Dropbox together to simplify and automate important business workflows"
Kevin Chung, Dropbox's Head of Product Partnerships
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Questions about HelloSign in Dropbox?
We have answers.
Visit our FAQ
HubSpot logo

Close deals faster with HelloSign for HubSpot

Spend more time growing your business and less time getting agreements signed.
Try it now
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Lightning bolt icon

Speed up your sales cycle with a streamlined workflow

Build sales contracts and send them for signature without ever leaving HubSpot.

Icon of two stars, one smaller than the other

One integrated approach to keep your sales team up to date on all deals in motion

Work seamlessly with your team, without worrying about extra work or errors slowing down your sales cycle.

Check mark within a circle

Eliminate friction and stay focused on the core needs of your business

Let HelloSign for HubSpot automate all of your organization's manual agreement workflows.

Send, save, and track all of your contracts directly in HubSpot

Sending is faster and more efficient with templates

Create a template directly in HubSpot for contracts that are regularly used and sent. Data from HubSpot is autofilled in the template so you can quickly send contracts to customers for signature.

Automate your entire sales workflow in one place

No more context switching or worrying about errors slowing you down. Build, send, and save contracts directly in HubSpot.

Easy document tracking and organization

See in HubSpot when your document is sent, viewed, or signed. Completed agreements are automatically saved back to HubSpot for seamless organization.

Sending is faster and more efficient with templates

Create a template directly in HubSpot for contracts that are regularly used and sent. Data from HubSpot is autofilled in the template so you can quickly send contracts to customers for signature.

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A document that has been populated with pink, yellow, and blue form fill boxes

Automate your entire sales workflow in one place

No more context switching or worrying about errors slowing you down. Build, send, and save contracts directly in HubSpot.

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A user selecting “create deal template” under the “Actions” dropdown menu on a HubSpot contact page

Easy document tracking and organization

See in HubSpot when your document is sent, viewed, or signed. Completed agreements are automatically saved back to HubSpot for seamless organization.

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A dropdown showing two boxes, one with a consulting agreement file that is marked as “viewed” and one NDA file that is marked as “signed”
Never worry again about a sales contract slowing down your business
One integrated workflow to keep your sales team moving.
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Safe and secure

An audit trail comes affixed to each signature request, and documents are stored and encrypted at rest using AES 256-bit encryption.

A legal document icon with a lock symbol at the bottom

Safe and secure

An audit trail comes affixed to each signature request, and documents are stored and encrypted at rest using AES 256-bit encryption.

A pink form fill box labeled “Start date”

HubSpot properties

Autofill data from HubSpot properties directly into your documents for quick, error-free, and simple contract building.

A pink form fill box labeled “Start date”

HubSpot properties

Autofill data from HubSpot properties directly into your documents for quick, error-free, and simple contract building.

A signed sales contract icon with a green checkmark at the bottom

Document save-back

Signed contracts are automatically saved back to HubSpot, eliminating tedious manual work for you.

A signed sales contract icon with a green checkmark at the bottom

Document save-back

Signed contracts are automatically saved back to HubSpot, eliminating tedious manual work for you.

Solutions that drive measurable results

80% faster than paper contracts

With HelloSign, contracts are signed up to 80% faster than traditional paper-based documents.

Improve performance to quota by 45%

Sales teams that use eSignatures improve their performance to quota by 45%, compared with sales teams that don’t.

Faster time to signature

Entrust reduced their two-week signature process to one day

Voted #1 for ease of use by G2

Three years in a row!

Improve completion rates

Significantly improve document completion rates with automatic reminders and advanced signer options.

Close deals 33% faster

Amenify received documents 33% faster using HelloSign.

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“Having HelloSign integrated into HubSpot gives our dealmakers access to contracts that they can send when the deal is hot, and HelloSign lets artists sign immediately.”
View case study
Rebecca Graff,
Chief Operating Officer at Symphonic

Frequently asked questions

Questions about HelloSign for 

HubSpot

? We have answers.

Visit our FAQ
What is HelloSign for HubSpot?
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HelloSign for HubSpot is an eSignature integration built for growing businesses so they can work efficiently, stay organized, and eliminate errors throughout the entire sales cycle.

Which HelloSign plan do I need to access the integration?
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HelloSign for HubSpot is available to customers with any of our Web App paid plans: Essentials, Standard, and Premium. The integration is also available with our API plans.

Do I need to pay additional fees to access the integration?
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As long as you’re on a HelloSign paid plan, you have access to the HelloSign for HubSpot integration.

How do I access the integration?
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Visit our HelloSign for HubSpot Marketplace listing, where you’ll be able to install it.

Get selling. Get closing. Get HelloSign for HubSpot.
Start your free trial
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Bring the ease of HelloSign eSignatures to your Microsoft Word documents.

Effortlessly sign and send any Microsoft Word document for electronic signatures with HelloSign, without leaving Word.
Screenshot of the "Send for Signature" feature in Dropbox
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Save time & stay in Word

Sign & send signature requests alongside your documents, without leaving Microsoft Word
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Simple and easy to use

Get eSignatures for your document in a few clicks - simply assign signers, prep your document with signature fields and send it off for signature.
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More transparency with HelloSign

An Audit Trail is affixed to each signature request to ensure every action is thoroughly tracked and time-stamped. It provides proof of document access, review, and signature.

Send signature requests and sign - directly in Microsoft Word

Find and install HelloSign for Word through the Office Add-ins in the Microsoft Ribbon
Start the eSignature flow by selecting “HelloSign” in the Microsoft Ribbon to “Self-Sign” or “Request a Signature”
Start the eSignature flow by selecting “HelloSign” in the Microsoft Ribbon to “Self-Sign” or “Request a Signature”
Simply add signer names and email address for signature requests
Simply add signer names and email address for signature requests
Easily prep your document by placing fields to specify the sections that need to be signed, dated before sending it out for signature
Easily prep your document by placing fields to specify the sections that need to be signed, dated before sending it out for signature

Frequently asked questions

What is HelloSign?

HelloSign allows you to electronically request and add legally binding signatures to any document, from new hire agreements to loans, to NDAs. HelloSign is available in an intuitive web interface, a developer-friendly API, or as a Salesforce add-on.

How does HelloSign & Microsoft Word work together?

The HelloSign integration for Microsoft Word streamlines the ability to self-sign and send the document you’re working on for electronic signatures, directly from Word.
Learn more

How can I add HelloSign to Microsoft Word?

Adding HelloSign to Microsoft Word is simple. Navigate to your Microsoft Ribbon, search for “HelloSign under “Get Add-Ins” and click “Add” to install.
Learn more

How do I sign up or log-in to HelloSign from Microsoft Word?

Once HelloSign is installed in Microsoft Word, you’ll be prompted in Word to sign up for a HelloSign account or log in.

  • You can log in with your existing HelloSign account credentials to start using HelloSign directly in Word.
  • If you’re new to HelloSign and need to create an account, you can sign up here and use your new HelloSign account log in credentials to sign in to HelloSign via Microsoft Word.
Not quite what you're looking for?
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Integrate eSignatures into your Salesforce workflow in days, not weeks.

Get in touch
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Learn more about
 HelloSign for Salesforce

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Enable teams to send contracts for signature

Discover how teams are adapting to remote work and increasing complexity by simplifying and speeding up their contract workflows with embedded HelloSign eSignatures and templates in Salesforce.
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Accelerate your team’s sales process

Enable your sales team to focus on what matters - closing deals. Find out why sales teams are integrating eSignature and CRM workflows to drive business growth without leaving Salesforce.
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Streamline contract management workflows

Find out how teams operate with speed and agility by eliminating manual processes and leveraging Salesforce workflow automation and contract management. Learn five ways to increase team productivity and scale your business with HelloSign.

Close deals even faster with eSignatures using the HelloSign Salesforce integration

Image of the HelloSign integration within the Salesforce appImage of the HelloSign integration within the Salesforce app

Simple embedded Salesforce eSignatures

Optimize your sales process and get contracts signed without ever leaving Salesforce.
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Fast and easy implementation

Implement up to 2x faster than other eSignature leaders to keep your business and teams moving.
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An image of HelloSign's template functionality within SalesforceAn image of HelloSign's template functionality within Salesforce

Reusable Salesforce templates save time

Generate sales agreements quickly and save them as eSignature templates in Salesforce to reuse the next time you need them.

Reliable support included at no extra cost

All HelloSign customers receive support from our award-winning team of real live people.
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659134721

Get selling. Get closing. Get HelloSign for HubSpot.
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"The changeover to HelloSign for Salesforce was seamless. Our hundreds of users didn’t even notice the transition and we’ve had minimal support requests compared to the previous application."
Shelley Glueckert, Director, Salesforce Automation at Vivial
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Questions about HelloSign for Salesforce? We have answers.

Visit our FAQ
HubSpot logo

Close deals faster with HelloSign for HubSpot

Try it now
A user dragging a dropping an auto-fill box into a digital agreement document

Speed up your sales cycle with a streamlined workflow

Build sales contracts and send them for signature without ever leaving HubSpot.

One integrated approach to keep your sales team up to date on all deals in motion

Work seamlessly with your team, without worrying about extra work or errors slowing down your sales cycle.

Eliminate friction and stay focused on the core needs of your business

Let HelloSign for HubSpot automate all of your organization's manual agreement workflows.

Send, save, and track all of your contracts directly in HubSpot

Granting users access to HelloSign documents
One integrated workflow to keep your sales team moving.
HelloSign logo and HubSpot logo

Reliable support included at no extra cost

All HelloSign customers receive support from our award-winning team of real live people.
A stylized illustration of a HelloSign support staff member
An illustration of Vivial's logo with a graph trending upwards and stylized signatures surrounding it
"The changeover to HelloSign for Salesforce was seamless. Our hundreds of users didn’t even notice the transition and we’ve had minimal support requests compared to the previous application."
Shelley Glueckert, Director, Salesforce Automation at Vivial