topic Re: Use a Quote-based workflow to send reminders for signing a quote in Tips, Tricks & Best Practices

Use a Quote-based workflow to send reminders for signing a quote

llegault — Thu, 10 Jun 2021 17:18:08 GMT

In a Quote-based workflow, you can enroll quotes when they are created, use actions to send emails to contacts, and include delays between sends. Plus, the quote can auto unenroll once the quote has been signed so the emails stop sending.

It could look something like this:

Create quote-based workflowquote workflow unenrollment

Re: Use a Quote-based workflow to send reminders for signing a quote

natsumimori — Mon, 14 Jun 2021 07:25:17 GMT

Thanks @llegault for sharing this:)

Re: Use a Quote-based workflow to send reminders for signing a quote

joelgrossman — Tue, 27 Jul 2021 00:05:28 GMT

This is neat -- but I don't see a way to include a link to the unsigned quote in the reminder email. Is there one?

Re: Use a Quote-based workflow to send reminders for signing a quote

jvandervoorn — Thu, 02 Sep 2021 02:32:00 GMT

How do we add a button or link to the quote?

Re: Use a Quote-based workflow to send reminders for signing a quote

natsumimori — Thu, 02 Sep 2021 06:29:45 GMT

After checking the resources, I believe there's not a way to do this at the moment.

Re: Use a Quote-based workflow to send reminders for signing a quote

PhillipSilesky — Mon, 15 Aug 2022 16:51:28 GMT

The Quote URL lives in HubSpot as a read-only Quote object property. We can simply copy this to a new property at the contact level in order to create a link to the quote.

Re: Use a Quote-based workflow to send reminders for signing a quote

PhillipSilesky — Mon, 15 Aug 2022 16:51:56 GMT

The Quote URL lives in HubSpot as a read-only Quote object property. We can simply copy this to a new property at the contact level in order to create a link to the quote.

Re: Use a Quote-based workflow to send reminders for signing a quote

kvlschaefer — Mon, 15 Aug 2022 19:23:46 GMT

Thanks for sharing this update, @PhillipSilesky!

Re: Use a Quote-based workflow to send reminders for signing a quote

HHadmin — Fri, 26 May 2023 16:00:15 GMT

This does not achieve the desired outcome for e-signature. The quote link you are copying to the Contact and sending in a reminder email is a PDF download link and the downloaded quote won't contain an e-signature option.

Re: Use a Quote-based workflow to send reminders for signing a quote

AStrong5 — Fri, 15 Nov 2024 16:00:33 GMT

I realize this is an old conversation, but commenting for anyone that comes across this. We've acheived this by linking a button to a URL with the following personalization token in the Link URL field: {{ personalization_token('quote.hs_quote_link', '') }}