Review and verify
Navigate to the record page where you’ve set up the Lumin app card, i.e., the Deal record page.
Then, click Create and Generate Agreement.
Select the Template you'd like to use. Then, click Preview.
Scroll through the document using the left panel to verify that your HubSpot variables were mapped accurately.
Then, close the preview.
Send agreement
Navigate to the record page where you’ve set up the Lumin app card, i.e., the Deal record page.
Then, click Create and Create sign request.
Go to the Template tab and select your mapped template.
Prepare the document for signature:
Set a Due Date: Enter the deadline for the agreement. If the parties haven’t signed by this date, Lumin will automatically send them a reminder email.
Update the Title: This text will serve as the email subject line for the signature request link.
Enter recipients’ details: The number of roles mapped in a template will determine the number of available signers in this section. Add their full name and email address.
Add a Viewer (Optional): Enter the email address of anyone who needs to view the agreement but does not need to sign it.
Finally, click Send agreement.
Track agreement status
Navigate to the record page where you’ve set up the Lumin app card, i.e., the Deal record page.
Click the Refresh button to pull the latest status.
Select Actions, then click View details.
This section displays the document’s current status, recipient activity logs, the full audit trail, related documents, and the Lumin signature request ID.
As soon as the final signature is collected, the status automatically switches to Approved and the signed agreement is instantly attached to the record’s Attachments section for easy access.
Cancel signature request
Navigate to the record page where you’ve set up the Lumin app card, i.e., the Deal record page.
Click Actions, and then click Cancel.
After clicking Cancel, confirm the action by clicking Cancel request.
The signature request status will then update to Cancelled.