What are signing fields?

When preparing a document for signature, you can please fields that are intended for the signers to fill out. For example, you might want to send quotes to customers where the customer needs to provide their signature, name, and billing address. Signing fields allow you to capture this information. 

Access signing fields

While editing a template in the Live editor, expand the Signature accordion at the bottom right to access the signers and their signing fields:

There are several types of signing fields you can add to your document:

Signing fields

Signature 

The Signature field allows the signer to apply their signature as a drawing, typed text, or signature image that they upload at the time of signing. 

Initials

Initials field allows the signer to submit a short version of their signature.

Name

Name field allows the signer to type their name.

Date

Date allows you to add four types of date fields: 

1. Date signer signs is a date that will be automatically populated based on the signer's signature date
2. The signer picks the date is a field that the signer can populate at the time of signing
3. A HubSpot date property is a date retrieved from your record
4. A specific date is one you choose and doesn't change.

Text

Text allows you to to add four types of text fields: 

1. Any text is arbitrary text that the signer can enter (for example, their country of birth)
2. A number is any number; for example, the signer's age
3. An email address
4. A phone number

Optionally, you can mark a text field as Required, meaning that the signer will not be able to submit his signed document unless they fill out the field. 

Use the Prefill value setting to populate the field with specific values or values from the HubSpot record when the document goes out for signature.