How to check the status of a signature request in HubSpot

With the upgraded HelloSign for HubSpot integration, you can check the status of a signature request directly in HubSpot, without switching to HelloSign. Signature requests can have the following statuses:

• Sent: The requester has sent a signature request.
• Viewed: At least 1 signer has viewed the signature request.
• Signed: All parties have signed the signature request.
• Declined: At least 1 signer has declined the signature request.
• Canceled: The requester has canceled the signature request.

You can check on the status of a signature request in the following ways:

• From the Contact, Company, or Deal dashboard, scroll down in the right sidebar until you see the HelloSign CRM card. You’ll see the status of your 3 most recent signature requests for that dashboard type in the HelloSign CRM card, in the Status: [x] field.
  • If you’d like to check on the status of an older signature request, click View more documents in the HelloSign CRM card. You’ll be taken to the Documents page in HelloSign.
  • Note: The timestamp shown in events on the HelloSign CRM card reflect the time zone set in your HubSpot account settings.
• You can also navigate to an individual Contact, Company, or Deal record and view the status for any associated signature requests in that record’s timeline.
  • Note: For security purposes, you can only view documents for signature requests that you’ve sent, until they’ve been completed by all parties and attached to a Contact, Company, or Deal record.