Enroll objects when associated quote is signed

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

You can use the eSign completed signature quote property in Company-based, Deal-based, and Quote-based workflows to trigger actions after a HubSpot quote is signed.

The eSign completed signature quote property is a number property set to 0 by default. The property value increases automatically each time a quote is signed. When selecting the filter criteria, you should use an arithmetic operation like is equal to, is less than or equal to, or is greater than.

Use eSign completed signature quote property as an enrollment trigger

  1. Create a Company-based, Deal-based, or Quote-based workflow.
  2. In the workflow editor, click Set enrollment triggers.
  3. In the right panel, select Quote for the filter type.
  4. Use the dropdown menu to select eSign completed signature.
  5. Select an arithmetic operation (e.g, use “is greater than 0” to enroll objects associated with quotes that have at least 1 completed signature).
  6. Click Save.

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Learn more about setting your workflow enrollment triggers.

Use eSign completed signature quote property in an if/then branch

  1. Click the plus icon + to add a workflow action.
  2. In the right panel, click if/then branch.
  3. Select Quote for your filter type.
  4. Use the dropdown menu to select eSign completed signature.
  5. Select an arithmetic operation (e.g, use “is greater than 0” to enroll objects associated with quotes that have at least 1 completed signature).
  6. Click Apply Filter.
  7. Create your other branches.
  8. Click Save.

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Learn more about using if/then branches in workflows.

2

@MelindaNelson But you need HubSpot ENTERPRISE :disappointed_face:

3

Hello @vmcgee, at the moment it looks like you need

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise
Service Hub Professional, Enterprise

for this option.

Kindly,

Pam

4

What if our quotes vary on how many e-signatures may be required to be considered fully signed? Is there a way to create a trigger based on when ESign completed signature = ESign number of signers required?

5

Never mind, looks like I found my solution - the ESign Date property is the date & time the quote was signed by all signers, so triggering a workflow when ESign Date is Known will kick off a workflow as soon as the Quote is completely signed.