In our sales team, we want certain people to be informed when a quote is published, and to set up automation reminders from the publication moment.
But, when I look in automations, there seems to be no Status = Published. Am I missing where to search for this, or is there another way to achieve this?
Hey @Athomlinson
It seems that there is no direct “Status = Published” option in the automation settings in HubSpot for quotes.
I can see that feature is already requested in the Ideas forum : https://community.hubspot.com/t5/HubSpot-Ideas/quote-based-trigger-for-quot-published-quot/idi-p/807151
I would request you to submit this ideas in the forum so that we can see this feature in the future
If you found our post helpful in resolving your query kindly mark it as an accepted solution!
I was also struggling with the need to automatically generate quotes when deals move to a new stage, and I think I’ve found a great solution! There’s a new HubSpot app called AutoQuote that seems to do exactly this. The best part is, it’s free and easy to use.
You can check it out here: HubSpot Marketplace
