HubSpot e-signature in n8n
When a HubSpot deal reaches your contract stage, let n8n do the paperwork. The verified TurboDocx node generates the contract from your template, sends it for signature with TurboSign, and once it is signed, moves the deal to Closed Won with the executed PDF attached, no code and no per-seat e-signature add-on.
Verified by n8n on the official n8n integrations directory.
Sales teams that live in HubSpot rarely want the contract to live somewhere else. The deal record already holds the company, the primary contact, the negotiated amount, and the line items you priced during the cycle. The problem is the gap between agreeing terms on a deal and getting a signed agreement in hand. That gap is usually filled by copying values into a Word file, exporting a PDF, uploading it to a separate e-signature tool, chasing the recipient, and then dragging the finished file back onto the deal by hand.
This page shows how to close that gap in n8n. Instead of stitching together a document builder, a mail merge step, and a signature product, you point one verified TurboDocx node at your HubSpot data and let it generate, send, track, and file the contract for you. The workflow is built from ordinary drag-and-drop nodes, so you can read every step, adjust a mapping, or add a branch without writing code.
The result is a repeatable path from a stage change to a signed, filed agreement. A rep moves the deal into the contract stage, the recipient signs from their inbox, and the deal advances to Closed Won with the executed PDF attached as a note. Nobody re-keys a value, and nobody forgets to upload the final copy.
The workflow, end to end
- 1A HubSpot deal moves into your contract stage, for example a Contract Sent or Ready to Sign stage, and the HubSpot trigger starts the workflow.
- 2A HubSpot node reads the deal and its associated records: company, primary contact, deal amount, close date, and line items.
- 3The TurboDocx Generate Document operation merges those properties into your contract template and returns a finished DOCX or PDF.
- 4The TurboSign Send Signature operation emails the contract to the signer and starts tracking status.
- 5On the Document Signed event, a HubSpot node moves the deal to Closed Won and attaches the executed PDF that Download Document fetched as a note or attachment.
Build it in four steps
Install the verified node
In n8n open Settings, then Community Nodes, click Install, and enter @turbodocx/n8n-nodes-turbodocx. It is verified for installation on n8n Cloud, so it installs directly with no self-hosting.
Trigger on your contract stage
Add a HubSpot trigger that fires when a deal moves into your contract or signature stage, then a HubSpot node to read the deal and its associated company, contact, and line items.
Generate the contract
Add a TurboDocx node with the Generate Document operation, pick your template, and map the HubSpot deal properties to the template variables.
Send and file the signed copy
Send the contract with TurboSign Send Signature. On the Document Signed trigger, move the deal to Closed Won and attach the executed PDF back to it.
Map the deal, not just the deal name
A contract that only knows the deal name is not much of a contract. The HubSpot node reads the deal together with the records it is associated with, so your template can pull the legal company name from the associated company, the signer details from the primary contact, and the priced items from the deal line items. Close date and amount come straight off the deal properties.
Line items are where most manual contracts go wrong, because someone has to retype quantities and unit prices into a table. In this flow they arrive as structured data from HubSpot, and the TurboDocx template renders them into a proper line-item table with subtotals. If your template expects a particular shape, drop a Set or Code node in front of Generate Document to reshape the array before it is merged.
Because every mapping is visible in the node editor, the same workflow serves order forms, statements of work, master service agreements, and renewals. You change the template and the property mapping, not the plumbing.
One node for generate, sign, and file
A signature-only tool still needs a separate document generator in front of it, and a separate step to put the finished file back where your team can find it. The verified TurboDocx node generates the contract and collects the signature through a single credential, so the HubSpot flow stays one clean workflow instead of three stitched-together services.
- Generate the contract from your template, no manual editing.
- Send, track, remind, and download the signed PDF from the same node.
- The Document Signed event moves the deal to Closed Won and attaches the signed PDF automatically.
Frequently asked questions
How do I send a HubSpot deal contract for signature in n8n?
Use a HubSpot trigger in n8n to start the workflow when a deal reaches your contract or signature stage, before it is closed. A HubSpot node reads the deal and its associated company, contact, and line items, the TurboDocx Generate Document operation builds the contract from your template, and the TurboSign Send Signature operation emails it to the signer. Every step is a drag-and-drop node, so no code is required.
Does the deal move to Closed Won and get the signed PDF automatically?
Yes. When the document is signed, the TurboDocx trigger fires a Document Signed event. Your workflow then moves the deal to Closed Won and uses the TurboSign Download Document operation to retrieve the executed PDF and attach it to the deal as a note or attachment, so signing is what advances the deal and files the contract, with no manual step.
Do I need HubSpot Sales Hub Enterprise or a paid e-signature add-on?
No. The workflow runs entirely in n8n with the verified TurboDocx node and your HubSpot connection. You do not need a higher HubSpot tier or a per-seat e-signature add-on, because TurboDocx generates the document and TurboSign collects the signature through a single credential.
Is the TurboDocx n8n node verified for n8n Cloud?
Yes. TurboDocx publishes @turbodocx/n8n-nodes-turbodocx as a community node verified for installation on n8n Cloud. You install it from Settings, Community Nodes, with no self-hosting required, and it also runs on self-hosted n8n.
Which HubSpot deal fields can I merge into the contract?
Any property you can read with the HubSpot node, such as deal name, amount, close date, the associated company and primary contact, and line items, can be mapped to the variables in your TurboDocx template. Shape the data in n8n first with a Set or Code node if the template needs a specific structure.
Related
The full verified TurboDocx node: document generation, e-signature, quoting, and triggers.
Every TurboSign operation and signing trigger event the node exposes.
The same flow driven from a Salesforce opportunity instead of a HubSpot deal.
How the Generate Document operation turns template plus data into a finished file.
Automate HubSpot deal contracts in n8n
Install the verified TurboDocx node, connect HubSpot, and turn every contract-stage deal into a signed, Closed Won contract without leaving your workflow.
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