Blog Post
How to Add a Signature in HubSpot Forms – HubSpot ESignature Guide
Startups and SMEs use online forms to capture leads, gather customer data, and automate sales processes.
HubSpot, a leading CRM platform, offers form-building capabilities, but not many people know that they can also add a signature field to these forms.
This is a useful feature, especially if you need to collect signatures for legal agreements, customer consent forms, or verified approvals.
This feature allows you to gather signed documents directly through your forms, making tracking and managing approvals easier without needing separate tools or manual paperwork.
In this guide, we’ll walk you through the process of how to add a signature in HubSpot forms, integrate it with WordPress, and use HubSpot’s API to increase your form capabilities.
Why You Need to Add a Signature in HubSpot Forms
Adding a signature field type on a HubSpot form isn’t just about automation; it’s about personalizing your business’s credibility and ensuring compliance.
A signature is a key validation tool for digital transactions, making it an important element for contracts, agreements, and all other formal documentation.
Learn how to seamlessly add a signature field to your HubSpot forms for a more professional and secure user experience.
How to Add a Signature in HubSpot Forms API – Step by Step Guide
Before diving into adding a signature field, make sure your HubSpot account is set up correctly:
Check Permissions
Ensure you have the necessary permissions to create and modify forms.
Integrations
Research and choose a third-party tool that supports eSignatures, like HelloSign, DocuSign, or PandaDoc.
Creating the Signature Field
Since HubSpot doesn’t offer a native signature field, you’ll need to create a custom field or use an external tool:
Use Custom HTML
You can embed custom HTML code within your HubSpot form to create a signature field.
This might require using a drawing pad or type-based signature tool.
Third-Party Tools
You can integrate with a service like HelloSign or DocuSign.
These platforms offer eSignature capabilities and can be embedded into your HubSpot forms.
Create a New Form
Navigate to your HubSpot account, and create a new form.
Add Custom HTML Field
Insert a custom HTML field where you want the signature to go.
Embed Signature Tool
Use the code provided by your chosen eSignature tool and embed it into the custom HTML field.
Save and Publish
After setting up the signature field, save and publish the form.
How to Add a Signature in HubSpot Forms to WordPress
Many businesses use WordPress as their primary website platform.
Integrating your HubSpot signature forms with WordPress is mandatory if you’re also one of them.
Install HubSpot Plugin
If you haven’t already, install the HubSpot plugin for WordPress.
Create a New Form
In HubSpot, create or select the form with the signature field.
Embed the Form
Use the HubSpot plugin or an embed code to place the form on your WordPress page.
Using HubSpot API to Add Signatures
For advanced users or developers, the HubSpot API offers customization of forms, including adding a signature field.
How to Add a Signature in HubSpot Forms to WordPress API
The HubSpot API allows developers to interact with HubSpot’s platform, offering the flexibility to create custom solutions.
Access HubSpot API
Get your API key from your HubSpot account settings.
Create Custom Field via API
Use the API to create a custom form field, including a signature field.
Embed Custom Code
Implement the API-generated code into your form to enable the signature field.
Hubspot ESign Best Practices
Legal Compliance
Ensure your eSignatures are legally valid and follow local and international laws.
Data Security
Protect sensitive information captured through the signature field with encryption and secure storage.
Security
Always secure your API key and any data transmitted through the API.
Documentation
Refer to HubSpot’s API documentation for detailed instructions and examples.
Understanding the Signature Field Type on HubSpot Form
HubSpot offers various form field types, each designed to capture different kinds of data—text, email, dates, and more.
However, to add a signature field to your form, you may need to explore their custom solutions or third-party integrations.
Benefits of Using Hubspot Esignature
Time-Saving
No more printing, signing, scanning, or mailing documents.
Security
Digital signatures are encrypted and secure, ensuring the authenticity of the signer.
Instant Approvals
Automate workflows by allowing instant approvals or consent from anywhere in the world.
Hubspot ESign Types
Contract agreements with clients.
Customer consent for marketing communications.
Approval of project milestones or deliverables.
Hubspot ESignature Limitations
Native Support
HubSpot doesn’t currently offer a built-in signature field, so you may need to use third-party tools or custom HTML.
Integration Requirements
Ensure any third-party tool you use integrates with HubSpot, if you’re capturing signatures on legal documents.
How to Add a Signature in HubSpot Forms API – Conclusion
Adding a signature field to your HubSpot forms can improve your HubSpot operations, allowing you to capture approvals, agreements, and consent online.
By following the steps outlined in this guide, you can implement this feature, whether through HubSpot’s native capabilities, third-party tools, or custom API integrations.
How to Add a Signature in HubSpot Forms to WordPress – FAQs
Can I use eSignatures for legally binding contracts on HubSpot forms?
Yes, but you must ensure that the eSignature tool you integrate is legally compliant with local and international regulations.
Is the signature field available on all HubSpot plans?
Since HubSpot doesn’t offer a native signature field, you’ll need to use third-party tools, which may have their own pricing tiers.
How do I customize the signature field to match my brand?
You can customize the signature field’s appearance using custom CSS or by with a third-party tool that allows branding options.
Can you add a signature in HubSpot forms by default?
No, HubSpot does not offer a built-in signature field by default.
How do I add a signature to a digital form HubSpot free?
To add a signature to a digital form in HubSpot’s free plan, you’ll have to use custom HTML to embed a third-party eSignature tool.
HubSpot signature too long for Gmail? how to fix this?
If your HubSpot signature is too long for Gmail, try shortening the signature by reducing its content or simplifying its design.
You can also use a URL shortener for any links and ensure that the signature is optimized for email clients to avoid formatting issues.
HubSpot email signature image not working? How to fix this?
If your HubSpot email signature image isn’t working, ensure the image is hosted on a publicly accessible URL and not restricted by permissions.
Verify that the image URL is correctly inserted in the signature settings and check for any email client restrictions or caching issues.
Relevant Hubspot Guides
