Hey @CAUS10, thank you for posting in our Community!
You can create workflows that trigger actions based on changes in deal stages.
- Navigate to your HubSpot dashboard and go to the “Automation” tab. From there, select “Workflows” and click on “Create workflow.”
- Define the criteria for when a deal should enter the workflow. This could be when the deal stage changes from y to z.
- Once the deal enters the workflow, add an action to create a quote. HubSpot allows you to integrate with various quoting tools or create custom quote templates within the platform.
- After the quote is created, you can add another action to send the quote automatically. You can use our email automation capabilities, allowing you to send the quote to the relevant contacts associated with the deal.
I hope this information helps,
Pam