Hello, I was hoping to use the native ‘quotes’ in sales hub to sent out for e-sign but quickly learned there is no way to automativally sent these out to a contact following a form submission (if there is, please let me know!!)
So i have started looking at plugins from the marketplace, but pricing seems to be all over the place, and the main thing i need is just the automation piece as we have e-sign in the hubspot native quotes?
Hey @REnsor
I guess It is simple you can create a workflow if the form is submitted send an email with the quote link attached whey they can sing the quotes:
How do you attach a quote link to the email? I can’t seem to find that when building a template email
When you click on create a email here:
Click insert link and select URL type as link add your quote URL and you can add Link text also like Sign this quote etc.
But there is no way to automate wqho the quote is assosiated to? the URL for each quote would change and still need to be manually added right?
I didn’t understand your point here. Can you explain in more detail what you are actually trying to do?