# Custom Quote Templates \> Workflow Automation

**URL:** <https://community.hubspot.com/t/custom-quote-templates-workflow-automation/61449>\
**Category:** HubSpot Ideas\
**Tags:** snippets, workflows, object, products-line-items\
**Created:** [July 21, 2022, 3:51pm UTC](https://community.hubspot.com/t/custom-quote-templates-workflow-automation/61449 "2022-07-21T15:51:49Z")\
**Posts on this page:** 2\
**Page:** 1

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**Author:** ![dambra](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/dambra/32/87321_2.png) [@dambra](https://community.hubspot.com/u/dambra)\
**Post date:** [July 21, 2022, 3:51pm UTC](https://community.hubspot.com/t/custom-quote-templates-workflow-automation/61449/1 "2022-07-21T15:51:49Z")

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I’m so excited that HubSpot enabled custom quote templates. This is huge for me and my clients. However, when it comes to quote-based workflows, custom quote templates cannot be enrolled. It would be amazing if we could enroll custom quote templates into workflows.

Regarding workarounds, it’s also quite a bit limited in options because the quote-based workflow options only allows you to select the HubSpot standard quotes, so you can’t use a “contains any of” workaround for custom quote templates.

This functionality is super important for companies that are building quotes/invoices for different sales processes that require triggering different automation per the process/pipeline/product/service.

I believe the only potential workaround is to use the Quote Title enrollment trigger, but that requires the end user to manually enter the proper quote title for each quote/invoice. With typos, human error, etc., it’s a poor workaround imo. I would love to hear any suggestions from the community.

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<div class="post-metadata">

**Author:** ![dambra](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/dambra/32/87321_2.png) [@dambra](https://community.hubspot.com/u/dambra)\
**Post date:** [July 21, 2022, 6:01pm UTC](https://community.hubspot.com/t/custom-quote-templates-workflow-automation/61449/2 "2022-07-21T18:01:26Z")

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Quick update: A better workaround to enroll a custom quote template into a workflow is to leverage the Quote’s Terms or Comments To Buyer properties.

Step 1: Make sure the custom quote template includes at least one of those properties (Terms or Comments to Buyer)

Sep 2: Create a quote-based workflow with an enrollment trigger that includes one those properties (Terms or Comments to Buyer)

Step 3: Add “contains any of” filter and enter in a unique value

Step 4 (optional): Build a snippet that includes the unique value set in Step 3

Step 5: Add the unique value set in Step 3 into the quote/invoice Terms or Comments to Buyer fields when creating the quote/invoice