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Sending a Document from HubSpot with GetAccept

With the GetAccept integration for HubSpot, you can create and send Deal Rooms, Contracts, and Non-signable documents directly from your HubSpot records. This article walks you through the full send-out process, from selecting content to tracking recipient engagement.

Prerequisites

  • You must have the GetAccept–HubSpot integration connected.

  • Your HubSpot email must match your GetAccept entity email.

  • You need to be logged in to both HubSpot and GetAccept.

1. Create a new send-out

  1. Open a Contact, Company, or Deal record in HubSpot.

  2. Locate the GetAccept CRM card on the right-hand panel.

  3. Click Create to start a new send-out.

2. Choose your document type

Select what you want to create:

  • Deal Room – Branded, interactive microsite with proposals, chat, and analytics.

  • Contract – Legally binding agreement with e-signatures and workflows.

  • Non-signable Document – Collaborative or review-only file, tracked without signatures.

  • Click Next to continue.

3. Add content

  1. Pick a template (for example, “Final Commercial Offer”) or upload a file.

  2. GetAccept automatically suggests relevant files from your HubSpot CRM — you can add these with one click.

  3. Attach additional documents or collateral if needed.

4. Add recipients

  1. GetAccept automatically pulls in HubSpot contacts linked to the record.

  2. Search your full HubSpot contact list to add additional recipients.

  3. Assign each recipient a role (e.g. Signer, Internal Approver) — predefined roles ensure the right permissions and signing order.

5. Validate data

  • Merge fields from your template are automatically mapped to HubSpot properties.

  • HubSpot products sync into pricing tables with correct quantities, unit prices, and totals.

  • Check that all fields are validated before moving on.

6. Review before sending

  1. Preview exactly how recipients will see your send-out.

  2. Add a personal message or use a communication template.

  3. Optionally record a short video intro to boost engagement.

  4. Set sending options:

    • Send via email or SMS

    • Enable smart reminders

    • Schedule a send time

  5. Choose delivery method:

    • Sign and share → Generate a link you can share anywhere

    • Sign and send → Send directly to recipients

7. Track recipient engagement

Once sent, you can monitor engagement directly in HubSpot:

  • See when recipients open, review, or sign documents.

  • Track time spent on each page or section.

  • Identify new stakeholders if the document link is forwarded.

  • All signed PDFs are automatically stored in the HubSpot record.

  • Deals, Companies, and Contacts update automatically based on recipient actions.