If your team lives in HubSpot, you already know how powerful it is. It keeps your pipeline organized, your leads warm, and your sales process running like clockwork. But even a well-oiled CRM can slow down when manual steps clog the workflow.
That’s where HubSign steps in.
HubSign integrates directly with HubSpot to automate client approvals and signatures. No more manual uploads, no more follow-up chaos. Just faster deals, cleaner data, and a calmer sales team.
Let’s unpack how HubSign helps HubSpot users close deals twice as fast.
The Hidden Bottleneck in Every Sales Process
Where deals really get stuck
You’ve written the perfect proposal, sent the quote, and your contact says, “Looks good, just need to get this approved.” And then… silence.
That silence is the sound of your deal falling into the approval abyss.
The truth is, most deals don’t stall because of poor selling. They stall because the approval and sign-off process is slow, confusing, and manual. Every time someone has to print, sign, scan, rename, and re-upload a file, your timeline doubles.
The manual time trap
Here’s what it usually looks like without automation:
- Your rep sends a document by email.
- The client prints it, signs it, scans it, and sends it back.
- The rep downloads it, renames it, uploads it to HubSpot, and updates the deal.
That’s a lot of steps for something that should take seconds.
HubSign eliminates all of it.
Meet HubSign: The HubSpot Add-On That Closes the Loop
HubSign is built to work natively inside HubSpot. You can send, sign, and track documents directly from your CRM. No app switching, no manual uploads, no lost signatures.
HubSign automates the last mile of your sales cycle—the part that usually slows you down.
How it works
- Send documents straight from HubSpot deals or contacts.
- Clients sign digitally from any device, no account required.
- Signed documents are automatically stored in the right HubSpot record.
- Deal stages update in real time once the signature is complete.
No manual tracking. No confusion. Just a clean, continuous workflow from proposal to close.
The Secret to Closing Deals 2x Faster
1. Reduce friction at the sign-off stage
Every extra click a client has to take increases the chance they’ll delay. HubSign keeps the signing process frictionless. Clients can open, sign, and confirm in seconds, right from their inbox.
When it’s that easy, deals move faster.
2. Automate every approval workflow
With HubSign, you can set rules inside HubSpot so that when a deal hits a certain stage, the right document is automatically sent for signature. When the client signs, HubSpot automatically updates the stage to “Closed Won.”
Your team never has to remember who signed what, or when. The system handles it.
3. Stop deals from falling through the cracks
HubSpot tracks every interaction, but manual steps still create blind spots. With HubSign, every document status (sent, viewed, signed) is logged instantly.
That visibility means no deal gets forgotten, no client gets ignored, and no opportunity quietly expires.
4. Get your time back
Reps spend too much time managing documents. HubSign gives that time back by automating the follow-up process, reducing admin work, and letting them focus on revenue-generating activities.
When your reps spend less time chasing PDFs, they spend more time closing deals.
How HubSign and HubSpot Work Together
Step 1: Connect your HubSpot account
Link HubSign to HubSpot in a few clicks. The integration syncs deals, contacts, and pipelines automatically.
Step 2: Create your document templates
Upload your proposals, quotes, or agreements once. HubSign stores them for easy reuse, saving your team from repetitive document prep.
Step 3: Send documents directly from HubSpot
From any deal record, click “Send with HubSign.” Clients receive a secure link to sign digitally.
Step 4: Track signatures in real time
When a client opens or signs, HubSpot updates instantly. You can see document progress without leaving your dashboard.
Step 5: Watch deals close faster
As soon as the client signs, the deal moves forward automatically. No waiting. No manual updates.
Why HubSign Beats Generic E-Signature Tools
You’ve probably seen plenty of e-signature options, but most of them are stand-alone platforms. They don’t talk to your CRM, which means you’re stuck juggling multiple systems and doing double data entry.
HubSign is different because it’s purpose-built for HubSpot users.
It lives where your sales team already works
Your reps don’t have to learn another tool or jump between apps. Everything happens inside HubSpot: sending, signing, tracking, and reporting.
It keeps your data clean
Every signed document automatically attaches to the right deal and contact record. That means no more mismatched files, lost attachments, or untracked signatures.
It scales effortlessly
Whether your team handles ten deals a week or a thousand, HubSign handles the volume. You can automate approvals across departments, regions, or brands without adding complexity.
Real-World Results
Teams using HubSign inside HubSpot see measurable improvements almost immediately.
- 50% faster deal closure times because approvals are instant.
- Zero document errors since everything syncs automatically.
- 100% visibility into the signing process across every deal.
The impact compounds over time. When every approval moves faster, your pipeline velocity doubles.
How Different Teams Use HubSign
Sales Teams
Sales reps use HubSign to send proposals and contracts right from HubSpot. Clients sign digitally, and the deal stage updates automatically. No manual uploads, no missing files.
Operations Teams
Ops teams use HubSign for internal approvals, such as vendor agreements or pricing changes. Every sign-off is recorded in HubSpot, keeping compliance and accountability simple.
Customer Success Teams
After a deal closes, Customer Success can use HubSign for onboarding forms, renewals, and service agreements. Everything stays connected to the customer record, giving full lifecycle visibility.
What “2x Faster” Really Looks Like
Picture this:
A property developer receives your proposal from HubSpot. Normally, they’d download it, print it, sign it, scan it, and email it back. The process takes days.
With HubSign, they open the link, sign in seconds, and the deal automatically updates to “Closed Won” in HubSpot.
Your team gets notified instantly, and your revenue forecast updates automatically.
That single automation saves hours per deal and turns a sluggish pipeline into a smooth one.
The HubSpot Workflow You Actually Want
With HubSign in the mix, your ideal day looks something like this:
You open your HubSpot dashboard. Every deal requiring a signature has already been sent overnight by automated workflows. Clients sign while you’re still making coffee.
Your pipeline updates itself, your team starts their day with fresh wins, and you’re not chasing paperwork before lunch.
That’s what sales enablement should feel like.
Why HubSign and HubSpot Make the Perfect Pair
HubSpot organizes your deals. HubSign closes them. Together, they create a streamlined, automated workflow that eliminates the tedious back-and-forth slowing your team down.
With every approval handled digitally and every deal updated instantly, your sales process becomes a predictable, scalable system.
It’s not about adding another tool. It’s about enhancing the one you already use every day.
Conclusion: Close Faster, Work Smarter
If HubSpot is your sales engine, HubSign is the accelerator. It removes bottlenecks, boosts productivity, and helps you close deals twice as fast—without adding extra work.
Your reps spend less time chasing signatures, your clients sign faster, and your CRM stays perfectly up to date.
HubSign doesn’t just make your sales process faster. It makes it smarter, smoother, and stress-free.
Ready to see it in action?
Connect HubSign to your HubSpot account and experience what happens when every deal moves faster, every document signs itself, and every workflow just works.
