Adding a signature to your HubSpot forms can help to give your forms a more professional and polished look. It can also help to increase the chances of your forms being completed, as people are more likely to sign a form if they know who it is from. In this article, we will show you how to add a signature to your HubSpot forms.
The first step is to create a signature image. This can be done using any image editing software, such as Photoshop or GIMP. Once you have created your signature image, you need to upload it to HubSpot. To do this, go to the “Settings” tab in HubSpot and click on the “Files and Documents” link. Then, click on the “Upload Files” button and select your signature image.
Once your signature image has been uploaded, you can add it to your forms. To do this, go to the “Forms” tab in HubSpot and click on the form you want to add a signature to. Then, click on the “Edit” button and go to the “Form Fields” tab. In the “Form Fields” tab, you will see a section called “Signature.” Click on the “Add Signature” button and select your signature image.
Creating a New Signature in HubSpot Forms
To create a new signature in HubSpot Forms, follow these steps:
-
Navigate to the “Forms” section in HubSpot.
– Hover over the “Marketing” tab in the HubSpot dashboard and select “Forms” from the dropdown menu.
– From here, you can create a new form or edit an existing one to add a signature. -
In the form editor, click on the “Signature” field.
– Drag and drop the “Signature” field from the left-hand panel onto the form canvas.
– This will create a new field where users can sign their signatures. -
Configure the signature field settings.
– You can customize the label of the signature field to match the purpose of your form, such as “Please sign below” or “Electronic Signature”.
– You can also make the signature field required or optional, depending on the importance of the signature.
Customizing the Appearance of Your Signature
Once you’ve created your signature, you can customize its appearance to match the style of your forms. Here are the options you can adjust:
Font Style
| Option | Description |
|---|---|
| Font Family | Choose the font family you want to use for your signature. |
| Font Size | Set the size of the font in your signature. |
| Font Color | Select the color of the font in your signature. |
| Font Weight | Choose the weight of the font in your signature (e.g., bold, regular, light). |
| Font Style | Select the style of the font in your signature (e.g., italic, underline). |
You can also preview the changes you make to the font style in real time, so you can see how your signature will look before you save it.
Alignment and Margins
| Option | Description |
|---|---|
| Alignment | Choose the alignment of your signature (e.g., left, center, right). |
| Top Margin | Set the margin above your signature. |
| Bottom Margin | Set the margin below your signature. |
| Left Margin | Set the margin to the left of your signature. |
| Right Margin | Set the margin to the right of your signature. |
By adjusting the alignment and margins, you can control the placement and spacing of your signature on your forms.
Troubleshooting Signature Issues
1. Signature Image Is Not Displaying
Ensure that the signature image is properly uploaded and linked to the form. Check if the image URL is correct and that the image format is supported.
2. Signature Line Is Not Appearing
Verify that the signature line is enabled in the form settings. Also, check if the signature line is properly formatted and that it uses the correct CSS styles.
3. Signature Field Is Not Validating
Ensure that the signature field is required in the form settings. Check if the field is configured to accept valid electronic signatures and that the validation rules are properly set.
4. Signature Is Not Being Saved
Check if the form is properly integrated with Hubspot CRM and that the signature data is being sent to the correct fields. Also, ensure that the CRM fields are configured to accept electronic signatures.
5. Signatures Are Being Rejected
Verify that the electronic signature provider is trusted and that the signatures meet the platform’s validation requirements. Also, check if the signer’s device or browser is compatible with electronic signatures.
6. Advanced Troubleshooting Steps
| Issue | Solution |
|---|---|
| Signature is too large | Compress the signature image and reduce its file size. |
| Signature is not responsive | Use a responsive image format (e.g., PNG, SVG) and adjust the CSS styles to ensure proper scaling. |
| Signature is rotated or misaligned | Check the image orientation and ensure that the CSS styles are set correctly to align the signature properly. |
| Signature is not compatible with certain browsers | Test the signature in different browsers and ensure that it renders correctly. Consider using compatibility plugins or polyfills if necessary. |
| Signature is not secure | Implement additional security measures, such as using SSL encryption and secure signature providers. |
Adding a Required Signature to a Form
To add a required signature to a form in HubSpot, follow these steps:
1. Create or Edit a Form
In your HubSpot account, navigate to Marketing > Forms and create a new form or edit an existing one.
2. Click the “Add Field” Button
In the form editor, click the “Add Field” button and select “Signature” from the dropdown menu.
3. Configure the Signature Field
In the “Signature Field” settings panel, you can customize various options, such as:
- Label: Specify the label that will appear above the signature field.
- Required: Enable this option to make the signature field mandatory.
- Use PDF Download Option: Select this option to allow users to download a PDF of their signature.
4. Optionally, Set Up Conditional Logic
Conditional logic allows you to display the signature field only under specific conditions. To set up conditional logic, click on the “Conditional Logic” tab in the “Signature Field” settings panel.
5. Click “Save”
After configuring the signature field, click the “Save” button to save your changes.
6. Preview the Form
Click on the “Preview” tab in the form editor to preview the form with the signature field. This will allow you to confirm that the field is displayed correctly.
7. Publish the Form
Once you are satisfied with the preview, click the “Publish Form” button to make the form available for submissions. When a user submits the form, they will be prompted to draw or upload a signature.
Using Conditional Logic with Signature Fields
Conditional logic allows you to display or hide signature fields based on specific criteria. This can be useful if you only want to collect signatures from certain types of respondents, such as those who have agreed to a specific terms of service or who meet certain criteria.
To use conditional logic with signature fields, follow these steps:
1. Open the form in the Hubspot form builder.
2. Click on the signature field that you want to add logic to.
3. Click on the “Edit” button in the sidebar.
4. In the “Conditional Logic” section, click on the “Add a rule” button.
5. Select the condition that you want to use.
6. Enter the value that you want to compare the field to.
7. Click on the “Save” button.
The signature field will now only be displayed if the specified condition is met.
Here are some examples of conditional logic that you can use with signature fields:
| Condition | Description |
|---|---|
| Field value is equal to | This condition will be met if the value of the field is equal to the specified value. |
| Field value is not equal to | This condition will be met if the value of the field is not equal to the specified value. |
| Field value is greater than | This condition will be met if the value of the field is greater than the specified value. |
| Field value is less than | This condition will be met if the value of the field is less than the specified value. |
| Field value is empty | This condition will be met if the value of the field is empty. |
| Field value is not empty | This condition will be met if the value of the field is not empty. |
By using conditional logic with signature fields, you can create forms that are more targeted and efficient.
Automating Signature Collection with HubSpot Workflows
HubSpot workflows provide a powerful way to automate the process of collecting signatures from your contacts. By creating a workflow that triggers when a specific form is submitted, you can automatically send out a signature request to the contact and track their progress until the signature is complete.
To create a signature collection workflow, follow these steps:
- In your HubSpot account, navigate to the Workflows tab.
- Click the “Create workflow” button.
- Select the “Start from scratch” option.
- Give your workflow a name and description.
- In the “Trigger” section, select the “Form submission” trigger.
- Select the form that you want to use to trigger the workflow.
- In the “Actions” section, add the “Send signature request” action.
- Select the document that you want to have signed.
- Configure the settings for the signature request, such as the expiration date and reminder emails.
- Add any additional actions that you want the workflow to perform, such as sending a thank-you email to the contact once they have signed the document.
Once you have created your workflow, it will automatically run whenever the trigger form is submitted. HubSpot will send out a signature request to the contact and track their progress until the signature is complete. You can view the status of your signature requests in the “Workflows” tab in your HubSpot account.
| Benefit | Description |
| Increased efficiency | Automating the signature collection process can save you time and effort. |
| Improved accuracy | HubSpot workflows help to ensure that signature requests are sent to the correct contacts and that the correct documents are signed. |
| Enhanced tracking | You can track the status of your signature requests in the HubSpot Workflows tab and receive notifications when a signature is complete. |
Best Practices for Using Signatures in HubSpot Forms
Incorporating signatures into HubSpot forms enhances their professionalism, streamlines processes, and ensures data accuracy. Here are some best practices to consider:
1. Use Legally Binding Signatures
If your form collects important information or agreements, consider using legally binding signatures. HubSpot offers e-signatures that comply with industry standards and provide a secure and auditable way to capture consent.
2. Clearly Label Signature Fields
Ensure your signature field is clearly labeled as “Signature” or “Electronic Signature” to avoid confusion and ensure users understand its purpose.
3. Limit Signature Fields to Essential Documents
Avoid adding signature fields to every form. Use them only for documents that require legal documentation or where the signer’s consent is crucial.
4. Provide Instructions for Signing
Include clear instructions on how to add a signature. If you’re using electronic signatures, provide a link to the e-signature platform or a step-by-step guide.
5. Send Confirmation Emails
Upon form submission, send an automated confirmation email that includes a copy of the signed document. This provides a record for both parties.
6. Regularly Review and Update Forms
Periodically review your forms to ensure they are up-to-date and including all necessary information, such as the latest legal requirements.
7. Use Prefilled Signatures for Saved Contacts
If your contacts have previously signed forms, HubSpot allows you to prefill their signatures, saving time and increasing convenience.
8. Integrate with Other Systems
Integrate your HubSpot forms with other systems, such as CRM or document management tools, to automate processes and streamline communication.
9. Consider Mobile Optimization
Ensure your forms are optimized for viewing and signing on mobile devices to cater to a wide range of users.
10. Track Signature Progress and Data Collection
Use HubSpot’s analytics to track the progress of your forms, monitor signature rates, and gather valuable data on users’ behavior. This information can help you improve the effectiveness of your forms and collect insights for decision-making.
| Feature | Benefit |
|—|—|
| Legally Binding Signatures | Ensure compliance and prevent disputes |
| Clear Labeling | Avoid confusion and enhance clarity |
| Limited Use of Signature Fields | Focus on essential documents |
| Instructions for Signing | Guide users through the process |
| Confirmation Emails | Provide a record for all parties |
| Regular Form Review | Maintain up-to-date information |
| Prefilled Signatures | Save time and improve convenience |
| System Integration | Automate processes and streamline communication |
| Mobile Optimization | Cater to a wider range of users |
| Signature Tracking | Monitor progress and gather insights |
How to Add a Signature in HubSpot Forms
Adding a signature in HubSpot forms allows you to collect legally binding signatures from your leads and customers. Digital signatures can be used for various purposes, such as sales contracts, customer agreements, and even online petitions.
Here is a step-by-step guide on how to add a signature in HubSpot forms:
1. Create a new form or edit an existing one.
2. Click on the “Fields” tab.
3. Drag and drop the “Signature” field into your form.
4. You can customize the signature field by clicking on the “Settings” button.
5. In the settings, you can specify the following:
- Signature label: The text that will appear above the signature field.
- Signature type: There are two types of signatures you can collect: “Draw to sign” and “Type to sign“.
- Required: If you want the signature to be required before the form can be submitted, check this box.
6. Click on the “Save” button to save your changes.
People Also Ask About How to Add a Signature in HubSpot Forms
How do I make a signature field required in HubSpot forms?
To make a signature field required in HubSpot forms, follow these steps:
- Create a new form or edit an existing one.
- Click on the “Fields” tab.
- Drag and drop the “Signature” field into your form.
- Click on the “Settings” button for the signature field.
- Check the box next to “Required“.
- Click on the “Save” button to save your changes.
How do I customize the signature field in HubSpot forms?
You can customize the signature field in HubSpot forms by clicking on the “Settings” button for the field. In the settings, you can specify the following:
- Signature label: The text that will appear above the signature field.
- Signature type: There are two types of signatures you can collect: “Draw to sign” and “Type to sign“.
- Required: If you want the signature to be required before the form can be submitted, check this box.
