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Touch2Sign
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HubSpot native

HubSpot in.
Signed out.

Pull deal data, create the agreement, send for signature, and file the sealed PDF and evidence back on the deal — without leaving HubSpot.

See the walkthrough → Real examples ↓
Pull deal data · Send to sign · File sealed PDF back on the deal
Deal · Acme Ltd · £24,500 Live cycle
1
Pull from HubSpotContact, company, deal amount
CRM
2
Create documentTemplate + AI assist
DOC
3
Send to signTracked in real time
SEND
4
Customer signsSimple on any device
SIGN
5
Push back to HubSpotPDF + audit on the deal
FILED
Cycle time 0.0s
Walkthrough

What it looks like in three steps.

Prefill from the deal, send a clean signing link, file evidence back where sales already works.

1 · Build from HubSpot context

Start from the deal or contact. Prefill who signs and what the agreement is about — then place fields like any other send.

Compose agreement with fields placed

2 · Customer signs

They get a clean signing link — no HubSpot login required. You see status update as they open and complete.

Signer completing the agreement

3 · File back on the deal

Sealed PDF and evidence land on the HubSpot record so CS, finance and legal share one source of truth.

Completed document ready to file back
Why it sticks

Sales keeps moving.
Paperwork keeps up.

The goal is CRM-speed closing: fewer downloads, fewer copy-paste mistakes, and a sealed record where the deal already lives.

Live deal data

Names, amounts and contacts come from the deal — not a spreadsheet retype.

One send path

Create, send and track from HubSpot. Status stays visible on the record.

Evidence filed

Signed PDF and audit pack land back on the deal automatically.

Example · SaaS renewal

£12k annual contract

AE opens the deal → Touch2Sign fills company, contact and amount → sends MSA → sealed PDF files back when signed. Pipeline stage can move on complete.

Example · Professional services

Statement of work

Proposal won in HubSpot → SOW template + line items pulled in → client signs on phone → evidence sits on the deal for finance and delivery.

Example · Property / agency

Offer & terms pack

Keep the conversation in CRM. Send the pack from the contact record, track opens, and park the signed copy where the team already looks.

Example · Nonprofit fundraising

Partnership agreement

Same HubSpot loop for grants and partners — without a separate signing mailbox or shared drive scavenger hunt.

Pull & push

What comes in.
What goes back.

Pull from HubSpot

Populate the agreement from CRM fields.

  • ✓ Contact name & email
  • ✓ Company / legal entity
  • ✓ Deal amount & line items
  • ✓ Owner & pipeline stage

Push to HubSpot

Close the loop with evidence on the deal.

  • ✓ Sealed signed PDF
  • ✓ Audit / evidence pack
  • ✓ Signature completed timestamp
  • ✓ Deal activity note
Ready when you are

Connect HubSpot.
Close faster.

Start with simple eSign, then turn on the CRM loop when your team is ready.

Start free → How it works