Get complete visibility of your customers' interactions. Know when your customers open your contracts, the time it takes for them to respond with a signature, and the journey in between. This add-on provides real-time visibility into the contract's progression from 'Viewed' to 'Completed’

Step 1: Access the 'Signeasy' add-on from various HubSpot object

• Go to HubSpot and open any Contact, Company, or Deal record. 

• You will find the 'Signeasy' CRM card in the right navigation panel(scroll down to in the panel to find the add-on)

• For first-time users, click 'Authenticate' and enter your 'Signeasy' credentials.

• Click on ‘Send for Signature’ to initiate a signature request

Step 2: Choose the template you’d like to use, assign your recipients and enter other details. 

• At this stage, you can also select 'Original' by uploading documents available in your drive

• Then review your document and make any necessary changes to customize it for your recipient or any changes on the template.

Step 3: Go to the 'Signeasy' card in your HubSpot record to track the status of your contract.

• At this stage, you can 'Send Reminder' to your recipients, void a transaction or even 'download' signed files and audit trail certificates for completed transaction.

• You can also view the signer details and the respective status in the signing journey.