Accept a Quote to trigger workflows

HubSpot Ideas
1

Hi there, we are looking at building quotes in HubSpot, and it looks good so far, but when we send them to a prospect, it just sends the quote and that’s it. It would be great if there was a button for them to push “ACCEPT” which could trigger a workflow and some actions in API, for example to create a draft invoice in quickbooks or something. This would speed up workflow dramatically and would make my team very happy :slightly_smiling_face:

Is there a way to enable an “ACCEPT QUOTE” button on quotes?

2

I’m looking for this as well! I’ve gotten as far as to add an “Accept” button but it’s not connected to the HubSpot API yet.