Sign-and-Pay Close is a HubSpot Revenue Hub play that puts e-signature and payment collection on the same quote page. The buyer reviews, signs and pays the first invoice in one visit, the payment method is saved for autopay, and onboarding starts the moment the money lands.
See it in HubSpotTalk to us about this playThe problem: The signature lives in one tool, the invoice in another and the payment in a third, so cash lags the close by weeks.
How to read it: Follow quote Q-1042 to a fictional customer: a $154,000 contract signed on the quote page, with the $22,000 first invoice paid in the same minute and onboarding opened automatically. The bar on top shows which part of the play you're on, and the orange boxes point at what matters on each screen.
Try it: sign the quote (step 3), then pick ACH or card and pay (step 4). Use Next / Back or your arrow keys. Illustrative mockup with fictional customers.
Turn on e-signature in quote settings and set a countersigner. E-signature is required to collect HubSpot Payments on the quote.
Turn on payment collection with HubSpot Payments or a connected Stripe account. Choose card and ACH, and choose which line items are due at checkout, such as a one-time fee plus month one.
Saving the payment method at signing covers every future recurring charge, so the buyer never sees another payment form.
A payment-based workflow triggered by a successful quote payment sends the welcome email (needs Marketing Hub Pro; HubSpot Payments sends the receipt), opens the onboarding ticket, assigns the CSM and notifies the team.
Browse all 28 quote-to-cash plays in the HubSpot Revenue Hub playbook, or start with how to use HubSpot Revenue Hub.
Yes. With Revenue Hub Professional and HubSpot Payments or a connected Stripe account, a quote can carry e-signature and payment collection, so the buyer signs and pays the items due at checkout on one page.
Card and ACH bank transfer, depending on your processor and region. The payment method can be saved for autopay on recurring charges.
Yes. A successful payment marks the invoice paid and shows on the deal, contract and company, and syncs to QuickBooks Online when the accounting sync is on.
Days from signature to first payment, the share of first invoices paid at signature, and DSO on new business.
JayOh is a HubSpot Platinum Partner. A Growth Pod scopes the play against your portal, builds it in sprints and sets up the reporting so you can see it working.
We engineer growth systems. JayOh builds the RevOps architecture, GTM execution and data infrastructure that turn messy revenue operations into predictable pipeline for B2B SaaS and PE-backed teams.
