Genesis Quote TemplateModules
Signature module
Collect signatures from buyers and internal approvers
How it works
- Provides two signature collection methods: electronic signatures with email verification and print signatures for traditional workflows. Electronic signatures support profile selection, verification emails, and direct signing. Print signatures include standard fields (signature, date, printed name) with optional countersignature section.
Configuration (fields)
E-signature:
- Heading (default "Signature")
- E-signature explanation text (default "Choose a profile to start the e-signature process.")
- Verification email button text (default "Verify to sign")
- Sign now button text (default "Sign now")
- Verification email sent text (default "Verification email sent")
- Signed text (default "Signed")
- Failure alert text
- Error messages for rate limits and unknown issues
Print signature:
- Header with rich text support (default "Signature")
- Signature field label (default "Signature")
- Date field label (default "Date")
- Printed name field label (default "Printed name")
- Countersignature section (optional):
- Countersignature header (default "Countersignature")
- Countersignature field, date, and printed name labels
Limitations/caveats
- E-signature is impacted by portal-level limits.
- Any technical problems with e-signatures should be referred to HubSpot's support team.