HubSpot is a powerful tool for managing your customer relationships. However, it does have its limitations. One such limitation is the lack of a native signature field in HubSpot forms. But, you don’t have to worry; there are several ways to incorporate signature functionality into your HubSpot forms. Here’s a straightforward guide to help you explore your options.

1. Integrate with E-Signature Platforms

Integrating third-party e-signature services with HubSpot is one of the most effective ways to manage signatures. Some popular e-signature services you can use include:

By utilizing these integrations, you streamline the process of collecting signatures. Plus, they keep all your documents organized.

2. Redirect to an E-Signature Platform Post-Submission

Another method involves redirecting users to an e-signature platform after they submit a HubSpot form. Here’s a step-by-step approach:

  1. Set Up Your HubSpot Form: Create your form as you normally would, including all necessary fields.
  2. Configure Redirect Settings: After the form is completed, adjust the post-submission action in the form settings to redirect users to your preferred e-signature platform.

This method guides users to the designated e-signature site, making the process clear and straightforward. It is essential to ensure that the experience feels seamless for users.

3. Embed a Signature Field Using Custom HTML and JavaScript

If you have some technical skills, consider embedding a signature field directly into your HubSpot form. This involves a bit more work, but it is doable:

This method offers a smooth user experience, as users can sign directly on the form. However, it does require some programming knowledge.

4. Use File Upload Fields for Signature Images

A more straightforward but less seamless method is to include a file upload field in your form. Here’s how it works:

While it may not offer the best user experience, it remains an alternative in case other methods are beyond your current capabilities.

Conclusion

In summary, while HubSpot forms do not directly support signature fields, there are viable approaches to incorporate signatures into your processes. You can integrate third-party e-signature platforms like DocuSign and PandaDoc, redirect users to an e-signature site after form submission, embed a signature field with HTML and JavaScript, or allow file uploads with scanned signatures. Choose the method that best fits your technical skill level and user experience goals.