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  3. Agreement Editor - upload/send agreements for e-signature

Add workflow-only items

Use Harbour to capture information from signers beyond what appears on the agreement. Similar to a Google Form, add additional workflow-only items to a signer's agreement workflow.

  • Want to have an internal stakeholder approve an agreement, but don't need their signature on the document? Need a creator to upload their bio during the signing process? 
  • Simply click any fillable field on the right side of the Agreement Editor to add it as a workflow-only item. You do not need to drag these fields onto the document.
  • This adds the item to the signer's agreement workflow and captures this information during the signing process, without adding it onto the document.

Adding workflow-only items:

HubSpot Video