# Auto email Countersigners for Quotes **URL:** \ **Category:** HubSpot Ideas\ **Tags:** products-quotes\ **Created:** [April 23, 2019, 9:07am UTC](https://community.hubspot.com/t/auto-email-countersigners-for-quotes/14075 "2019-04-23T09:07:51Z")\ **Posts on this page:** 15\ **Page:** 1
**Author:** ![romi](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/romi/32/78601_2.png) [@romi](https://community.hubspot.com/u/romi)\ **Post date:** [April 23, 2019, 9:07am UTC](https://community.hubspot.com/t/auto-email-countersigners-for-quotes/14075/1 "2019-04-23T09:07:51Z")
When an internal countersigner is added to a quote, send them an automated email notifying them that there is a quote that needs to be signed with a link to the quote. Currently, the person creating the quote has to remember to also email any internal countersigners which can cause delays and missed signatures. ---
**Author:** ![SteveMatlick](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/stevematlick/32/34870_2.png) [@SteveMatlick](https://community.hubspot.com/u/SteveMatlick)\ **Post date:** [December 13, 2019, 1:50am UTC](https://community.hubspot.com/t/auto-email-countersigners-for-quotes/14075/2 "2019-12-13T01:50:19Z")
This is an excellent idea and a need for the Quotes tool. Use Case: The Sales rep sends the quote but the Sales Manager is the countersigner. The rep gets notification that the qote has been signed but it becomes a manual process outside of HubSpot to alert the Sales Manager, adding lag time to the process and potential for accidental human error. ---
**Author:** ![csf](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/csf/32/44503_2.png) [@csf](https://community.hubspot.com/u/csf)\ **Post date:** [February 21, 2020, 1:00pm UTC](https://community.hubspot.com/t/auto-email-countersigners-for-quotes/14075/3 "2020-02-21T13:00:08Z")
A big surpirse to me that this functionality doesn’t exist if you have coutersign capability built into the platform. It also should be sequenced so the client signs first, and then the Sales manager, etc. ---
**Author:** ![chadwicksDIO](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/chadwicksdio/32/29572_2.png) [@chadwicksDIO](https://community.hubspot.com/u/chadwicksDIO)\ **Post date:** [June 22, 2020, 4:21pm UTC](https://community.hubspot.com/t/auto-email-countersigners-for-quotes/14075/4 "2020-06-22T16:21:04Z")
This would greatly improve our internal communications. Please add this feature. ---
**Author:** ![dmcal](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/dmcal/32/9140_2.png) [@dmcal](https://community.hubspot.com/u/dmcal)\ **Post date:** [August 11, 2020, 4:33pm UTC](https://community.hubspot.com/t/auto-email-countersigners-for-quotes/14075/5 "2020-08-11T16:33:43Z")
Countersigning experience could definitely stand to be improved! - Email and HubSpot notifications - List of pending signatures for countersigners - Do not require verification email when countersigning user opens the quote in HubSpot ---
**Author:** ![iraakers](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/iraakers/32/82969_2.png) [@iraakers](https://community.hubspot.com/u/iraakers)\ **Post date:** [September 11, 2020, 10:43pm UTC](https://community.hubspot.com/t/auto-email-countersigners-for-quotes/14075/6 "2020-09-11T22:43:43Z")
Pandadocs has been our go-to for this. This should have been built into quotes from the beginning? The problem I found with quotes is the number of signatures it takes and the limits put on users. We go through about 100 a month. So, we won’t be using this quotes feature as it takes one signature from our sales agent who creates the quote and one from the admin who countersigns it. Very disappointing. ---
**Author:** ![ColinC](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/colinc/32/25270_2.png) [@ColinC](https://community.hubspot.com/u/ColinC)\ **Post date:** [January 22, 2021, 4:51pm UTC](https://community.hubspot.com/t/auto-email-countersigners-for-quotes/14075/7 "2021-01-22T16:51:11Z")
We’re just starting to use more quotes and I was searching my spam email etc to see why people were having to message me to remind about requiring a counter-signature. So, yes, defintely one I vote for and was a little surprised it wasn’t already there to be honest! ---
**Author:** ![dmcal](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/dmcal/32/9140_2.png) [@dmcal](https://community.hubspot.com/u/dmcal)\ **Post date:** [January 22, 2021, 5:30pm UTC](https://community.hubspot.com/t/auto-email-countersigners-for-quotes/14075/8 "2021-01-22T17:30:34Z")
Update: we managed to figure out a work-around for this using workflows (though I think Sales Enterprise is needed for Quote-based workflows). This is only applicable for quotes with 2 signers, the customer and our countersigner. Trigger is based on some hidden esign-related fields: `ESign completed signatures = 1 AND ESign number of signers required = 2` Action is just an email notification to either a designated user, the quote owner, or the quote approver. Notification automatically includes a link to the quote, we added some tokens for extra context. ---
**Author:** ![chadwicksDIO](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/chadwicksdio/32/29572_2.png) [@chadwicksDIO](https://community.hubspot.com/u/chadwicksDIO)\ **Post date:** [January 22, 2021, 5:38pm UTC](https://community.hubspot.com/t/auto-email-countersigners-for-quotes/14075/9 "2021-01-22T17:38:12Z")
So HUBSPOT, can we add dmcal’s info but make it for multiple signers. This would improve the quote experience and make it more useful. Also can we also establish the ability to have multiple approvers or have a way to send soem quotes to some managers. Some companies have one approver, but some have multiple approvers. This seems like it was built for a small business. ---
**Author:** ![hannebjorn](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/hannebjorn/32/87988_2.png) [@hannebjorn](https://community.hubspot.com/u/hannebjorn)\ **Post date:** [January 25, 2021, 1:28pm UTC](https://community.hubspot.com/t/auto-email-countersigners-for-quotes/14075/10 "2021-01-25T13:28:43Z")
For our Quotes it is mandatory to have an internal countersignature. But sometimes our salesstaff forgets… It would be really great to be able to edit Quote settings - and with that, make it mandatory to choose countersignature (or choose the countersigner in the settings.) ---
**Author:** ![YiRui\_Chua](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/yirui_chua/32/23766_2.png) [@YiRui\_Chua](https://community.hubspot.com/u/YiRui_Chua)\ **Post date:** [March 11, 2021, 1:29am UTC](https://community.hubspot.com/t/auto-email-countersigners-for-quotes/14075/11 "2021-03-11T01:29:07Z")
Hi! Commenting for a customer here! Believe this is a necessity for quotes \> would love to see this included in our standard functionality ---
**Author:** ![callie](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/callie/32/93038_2.png) [@callie](https://community.hubspot.com/u/callie)\ **Post date:** [March 2, 2022, 5:21pm UTC](https://community.hubspot.com/t/auto-email-countersigners-for-quotes/14075/12 "2022-03-02T17:21:49Z")
Related idea for countersigners that I’ve just submitted here: [Default Quote Countersigner](https://community.hubspot.com/t5/HubSpot-Ideas/Default-Quote-Countersigner/idi-p/587015#M105791) Would love feedback! ---
**Author:** ![HRubin](https://avatars.discourse-cdn.com/v4/letter/h/ccd318/32.png) [@HRubin](https://community.hubspot.com/u/HRubin)\ **Post date:** [March 23, 2022, 7:02pm UTC](https://community.hubspot.com/t/auto-email-countersigners-for-quotes/14075/13 "2022-03-23T19:02:00Z")
Agreed! There’s not even a way to build a WF for this so that you can include the quote link in an internal notification. Even that would be nice. Right now you can only send the pdf download link via WF personalization token. ---
**Author:** ![RandyPeterson](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/randypeterson/32/70619_2.png) [@RandyPeterson](https://community.hubspot.com/u/RandyPeterson)\ **Post date:** [November 16, 2022, 6:39pm UTC](https://community.hubspot.com/t/auto-email-countersigners-for-quotes/14075/14 "2022-11-16T18:39:40Z")
It would also be great if we could set the quote to automatically go out to the customer after the internal counter-signer completed their signature! ---
**Author:** ![CBates](https://avatars.discourse-cdn.com/v4/letter/c/3bc359/32.png) [@CBates](https://community.hubspot.com/u/CBates)\ **Post date:** [December 12, 2022, 6:40pm UTC](https://community.hubspot.com/t/auto-email-countersigners-for-quotes/14075/15 "2022-12-12T18:40:13Z")
Would love this to be added. We want our quotes to be counter signed, but it slows down the sales/closed process.