---
title: "Send Template"
url: "https://docs.signnow.com/docs/hubspot-send-via-template"
type: "page"
section: "Integrations"
slug: "hubspot-send-via-template"
---

# Send Template

# Send Template

Click **Select Template** to send a pre-configured document group template or template for signature. 

![sn_hubspot_send_template.png](/reference-assets/images/SignNow_Hubspot/sn_hubspot_send_template.png)

- Filter templates by type: all, templates, or document group templates
- Sort templates by name in ascending or descending order
- Switch the view layout between list and grid

> You can only send templates that contain fillable fields for signature.

When a document group template or template has been selected, go on with the sending flow.

> The document group template/template is pre-configured, but you can make changes at each step.

- Change the name of the template if needed.
- Add and assign fillable fields and manage the recipients in the editor.
- Check and edit the data mapping between the document fields and HubSpot records.
- Edit recipients and CC recipients email addresses, invite email subject and message, signing order, authentication and completion settings, and reminders.

If no changes are needed, click **Continue** at every step to send the document group template according to the configuration.

> To generate a document from a .docx template pre-filled with HubSpot data and send it in one click, see [Document generation](/docs/hubspot-document-generation).


---
*Full page: https://docs.signnow.com/docs/hubspot-send-via-template*