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Add Contracts with E-Signatures to Your Proposals

Hubflo Team avatar
Written by Hubflo Team
Updated this week

Give your clients a seamless experience by integrating contracts directly into your Hubflo proposals.

What Can Be Signed on Hubflo?

You can use electronic signatures on:

  • Proposals

  • Terms & Conditions

  • Service contracts

These are added as contract templates and signed via YouSign, our e-signature partner.

Note: Depending on your plan, you get 20, 40, or 70 e-signature credits per year.

Create Your Contract Template

  1. Click the gear icon (⚙️) in your Hubflo dashboard

  2. Navigate to Data > Templates

  3. Select the Contracts tab

  4. Select + New Template, give it a title, and either:

    • Paste in your existing contract text, or

    • Start from scratch using Hubflo’s editor.

    • Want to use this template by default? Just check the Set as default box.

Use Your Template in Proposals

When you're creating a proposal, you'll be able to:

  • Attach your preferred contract template.

  • Turn on electronic signature so clients can sign directly online (powered by our integration with YouSign).

Adding a contract isn’t required—but it’s strongly recommended for clarity and legal protection. Simply toggle on/off the options as needed:

Does my client have to log in to sign the contract?

No, your client doesn’t need to log in. When they open the proposal, they’ll see a clear prompt to Accept & sign.

After clicking Accept & sign, they’ll view the full contract and see a signature preview. They can change the signature before finalizing.

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