What is it?

When a buyer edits details on a quote, HubSpot now regenerates the quote PDF automatically, so it always matches the buyer's latest input.

Buyers can also no longer edit a quote once one of its required signers has signed, ensuring every signer signs the exact same document.

Note: If a buyer starts e-signing, but doens't complete it, and returns to edit details on the quote, re-initiating e-signature will use an additional credit. For example, initiating an incomplete e-signature, editing the quote, and re-initiating e-signature on the same quote uses 2 credits instead of 1. Regenerating the PDF for download does not use additional e-signature credits.

Why does it matter?

Before, buyers could correct their details on a quote (like billing address or tax ID), but the PDF still showed the old information. That put you at risk of invoicing, ordering, or signing on outdated details.

Now the PDF always matches the buyer’s latest edits, so what they see, sign, and send to finance or procurement is accurate. You’ll spend less time fixing billing errors after the fact, and signed quotes are less likely to reference the wrong PO or billing entity.

Locking partially signed quotes means every signer signs the exact same document. Before, edits made between the first and second signer could leave each party agreeing to a different version

How does it work?

PDF regeneration

When a buyer edits any fields on a rendered quote (PO #, billing address, billing contact, billing company, Tax ID), HubSpot regenerates the PDF automatically.

Partially signed quotes

If a quote requires multiple signers and one has already signed, the remaining signers can’t edit the quote. Before, a quote stayed editable until every required signature was collected.

E-signature credits

• - If a buyer starts e-signing, doesn’t finish, and then edits the quote, re-initiating e-signature uses an additional credit. For example, starting an e-signature, editing the quote, and starting e-signature again on the same quote uses 2 credits instead of 1.
• - Regenerating the PDF for download doesn’t use e-signature credits.

Who gets it?

This is available for HubSpot Revenue Hub Professional and Revenue Hub Enterprise.