HubSpot quote eSignature

Get HubSpot quotes signed without a Revenue Hub seat

HubSpot now ties quote e-signatures to Revenue Hub seats and a pooled monthly limit. Portant fills your own quote template from the deal, collects the signature, and puts the signed PDF back on the HubSpot record.

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What changed in HubSpot

Quote signatures now cost seats...

HubSpot's help center (updated September 24, 2026) sets three limits on e-signatures for quotes.

A Revenue Hub seat for every sender

Only a user with an assigned Revenue Hub seat can add an e-signature to a quote. Legacy quotes stay available only to accounts created before September 3, 2025.

A pooled monthly limit

Revenue Hub Professional adds 25 e-signatures per seat each month and Enterprise adds 50. The pool resets on the first of the month.

Unsigned quotes still count

A quote counts toward the limit as soon as e-signature is on, even if nobody signs it. A resent quote counts again.

How Portant does it

...so sign quotes from the deal instead

Portant sends the quote through its own signing flow, so HubSpot's e-signature seats and pool do not apply.

No per-signature fee

Signing is part of your Portant plan. Each signed quote uses your monthly document allowance, not a separate signature pool.

Your own quote template

Line items, prices and deal properties fill the template your team already uses in Google Docs, Word or Google Slides.

Status back on the deal

The signer signs in the browser. The signature status and the signed PDF sync back to the HubSpot record.

How to send a HubSpot quote for signature

Install Portant

Add Portant from the HubSpot Marketplace. No developer setup.

Connect your template

Pick your quote in Google Docs or Word and map HubSpot line items and deal fields to its tags.

Add a signature field

Put a signature box on the template and choose who signs.

Send from the deal

Generate the quote on the deal record and send it. The signed copy comes back to HubSpot.

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Questions about HubSpot quote signatures

Do I need a Revenue Hub seat to get a quote signed with Portant?

No. Portant sends the quote from its own signing flow, so it does not use HubSpot's quote e-signature feature. The seat rule in HubSpot's help center applies to quotes that use HubSpot's own e-signature.

Does a Portant signature count against HubSpot's e-signature limit?

No. HubSpot counts quotes that have HubSpot e-signature turned on. A Portant quote is signed in Portant, so it uses your Portant monthly document allowance instead.

How many quotes can I send for signature each month?

Signing uses your monthly document allowance: 30 documents on Free, 2,000 on Pro and 5,000 on Team, with custom limits on Enterprise. There is no fee per signature or per signer. See pricing for the current plans.

Can I keep using HubSpot line items and products?

Yes. Portant reads the deal's line items, quantities, prices and discounts and fills them into your template, so the quote matches the deal.

Where does the signed quote go?

Portant writes the document back to the HubSpot record as its own object, with its status and history, so the team sees when the buyer signed.

Is there an audit trail?

On paid plans (Pro, Team and Enterprise) the signed PDF includes an audit trail page.