From Deal to Signed: Fixing the Document Bottleneck in HubSpot

Your CRM is automated. Your pipeline is moving. Your sales process is humming along.

Then someone needs an agreement signed. 👀

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Suddenly, it's back to copying CRM data into documents, chasing signatures, updating records, and wondering where things got stuck.

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For RevOps teams, these manual handoffs create more than just busywork. They introduce delays, errors, and unnecessary friction into workflows that should already be connected.

So what does it take to fix the paperwork bottleneck?

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Join RevOps Co-op and Lumin for a practical look at how teams can streamline document and agreement workflows directly within HubSpot.

We'll explore how to reduce manual data entry, simplify agreement creation and eSignatures, and give teams better visibility into the process. We'll also look at the real-world experience of Ignite, which reduced agreement creation time from 30 minutes to as little as five using Lumin for HubSpot.

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🔑 Key Takeaways

• Where manual document workflows create friction across the revenue process
• How to generate agreements from HubSpot data, send them for signature, and know when they’re signed.
• What Ignite learned from simplifying its agreement workflow
• Practical ways to reduce administrative work while improving consistency and visibility

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📣 Speakers

Matthew Volm | CEO & Founder, RevOps Co-op | Moderator

Celisse Moyer | Head of Customer Success at Lumin

Additional speaker to be confirmed.

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