How to Send a Signature Request w/the HubSpot Integration

To send a signature request through the HubSpot integration follow the steps below: 

1. Navigate to the contact within your HubSpot account which you'd like to send the request to. 
   
   
2. Using the slide out menu on the right side of the screen scroll down to the HelloSign section click on 'Actions' and then 'choose template'. 
   
   
3. A pop up will appear with a list of the templates you're able to select from, choose which template you'd like to use. 
   
4. The HelloSign prep page will open within your HubSpot account as a pop up. The information about the contact will automatically be pulled from the Contact. Confirm the information is correct or make changes as needed then click on 'Request Signature'. 
   
   
5. The request will be sent to the signers and the requester will be redirected to a 'Thanks for submitting your document!' pop up, simply close this out and continue working within your HubSpot account.