CTA in template that automatically sends internal e-mail - possible?

Developer Support CMS Development
1

Hello!

Note: This post is not about e-mail templates, it’s about designer templates for quotes and other.

I’d like to create a CTA button embedded in a quote template, that automatically sends an internal e-mail to a specific e-mail.

The idea is to create an “Accept quote” button that automatically sends the customer and quote information to my inbox, notifying me that he accepts my offer.

Is this possible?

2

Is there a reason you can’t use the default quote e-signature functionality and make a workflow run once a quote is signed? The workflow can send an email to you.

3

Yes, the reason is simple: The built in e-signature function of HubSpot is really bad. I tried it out several times with colleagues and we all agreed that it’s simply too complicated. It’s not intuitive, there’s too many steps, you get popups and have to use other websites etcetera. So that’s simply out of the question - sadly.

We just want a button that says “ACCEPT” and when you punch it we get an automated email to us that says the contact accepted the offer. No e-signature or fuzz.

Is this possible?

4

Well I can think of a few options and I’m curious if anyone else has better ideas. To answer your question, can you create a quote template to add a button that redirects to a page and does some processing that will email you some data about the quote. Yes, but it would require quite a bit of customization of HubSpot and might require you upgrade one or more Hubs depending on your current setup.

One limitation of quotes is, once they are published, the properties cannot be edited. Even if you create a custom property to house your own sign date or something, you can’t update a value on in while a quote is published as far as I know. I’m not sure how else you’d record the quote is approved or signed, without some sort of custom field. Prior to a quote being published, there is no public view of the quote for people to see and potentially click on something. So you’ll never be able to look at the quote in HubSpot and know it’s “complete” or “approved” by the client. That’s a huge drawback, and if it’s a requirement, I don’t know at the moment how you could do this.

I might first recommend looking in the App Marketplace for a document signing/approval solution that you might be more comfortable with or like more that integrates with HubSpot deals/quotes. There are many with differing levels of integrations and functionality that might be an easy fix, though it would likely have some cost.

If you want to do it all in HubSpot I thought of a couple of possible options. In all cases you can create a custom template and link that template to a page that calls a serverless function that can do some processing. In all these cases I think you’d need ops Hub.

  1. You could create a property on the deal record that tags an “approval date” or something like that. The processing page could set that date, trigger a deal workflow, and send notifications. You’d be limited to deal properties in the email, but one click could take you into the deal record and view the data you need. This would be tough if a quote could have multiple quotes.
  2. If you have an enterprise hub, you could possibly create a new custom object related to deals. The processing page could create a record using the new custom object and log data about the quote and associate the custom object to the deal. This new object could trigger the workflow, notifications etc.
  3. You could abandon quotes all together and just use deals and line items. Create a custom template page that sends a user to a custom page that looks like a quote, but is really just a webpage. If you use HubL to lookup data for this approach, the page will need to be protected. You could use a form on it with just hidden fields with the deal etc and trigger the workflow that way.

There are probaly other custom ways to essentially redriect a user, log data in specific places, and then use workflows to trigger notifications. In my opinion they’d all be moderatly complex to build and test, but might give you a one-click approval. You move slightly into the “custom application” realm.

That’s why I’d advise maybe looking in the app marketplace first. I don’t know how much those signing systems will differ though.

5

If there’s a way to connect a button to the functionality of HubSpot where the quote actually gets internally “Accepted”, like the e-signatures do, this would be a holy grail for us. But I’m not sure this is even possible.

6

The field is read-only. I’d suggest looking at the marketplace for an alternative. You could custom code something in HubSpot but it would require most likely an upgrade to ops hub at minimum.

7

Is there really no solution to this?