Streamlining HubSpot E-Signature Workflows for Willdan Energy Solutions

Willdan Energy Solutions, a leader in energy efficiency program delivery, faced challenges managing complex form submissions, signatures, and reporting workflows in HubSpot. Manual processes caused delays, data fragmentation, and inconsistent automation—slowing down deal creation and increasing administrative effort.

To solve these issues, No Bounds Digital developed a custom, multi-phase HubSpot solution that streamlined Willdan’s e-signature and data workflows. The implementation featured multi-signature forms, automated PDF generation, CRM-integrated data syncing, and dynamic installer notification workflows. A custom HubSpot object replaced manual Excel uploads, supporting up to 300 appliances per submission and enabling automated data parsing and validation.

The results were transformative. Willdan eliminated manual bottlenecks, reduced signature turnaround from days to instant CRM updates, and achieved higher data accuracy through seamless automation. Installers and customers benefited from timely notifications, while structured data models improved reporting and audit readiness.

Download the case study showcasing:

• How No Bounds Digital streamlined Willdan’s e-signature workflows directly within HubSpot.
• The automation of multi-signature forms, PDF attachments, and data syncing for faster, error-free processing.
• How replacing manual Excel uploads with HubSpot automation improved scalability and accuracy.
• The operational impact of automated installer notifications and real-time CRM updates.
• Lessons learned from multi-phase development and opportunities for future optimization.