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
- 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.
If the 'Contact'is associated with multiple 'Deal' or 'Company', that needs to be selected prior to sending a signature request.