# Quote Creation Creates Internal Email

**URL:** <https://community.hubspot.com/t/quote-creation-creates-internal-email/90209>\
**Category:** Sales Email\
**Tags:** professional\
**Created:** [September 21, 2023, 7:00pm UTC](https://community.hubspot.com/t/quote-creation-creates-internal-email/90209 "2023-09-21T19:00:58Z")\
**Posts on this page:** 8\
**Page:** 1

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**Author:** ![BCarlson5](https://avatars.discourse-cdn.com/v4/letter/b/b77776/32.png) [@BCarlson5](https://community.hubspot.com/u/BCarlson5)\
**Post date:** [September 21, 2023, 7:00pm UTC](https://community.hubspot.com/t/quote-creation-creates-internal-email/90209/1 "2023-09-21T19:00:58Z")

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Hello,

I had a requirement I thought would be relatively straight forward, but there does not seem to be a good way to do it.

When a Quote is created in HubSpot, I would like to email that Quote internally. This would go to a Production team member. Is this possible? All workflow type solutions to this seem to be contact/subscription/external focused as opposed to a simple internal email.

Thanks

Bryce

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**Author:** ![Shadab\_Khan](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/shadab_khan/32/12293_2.png) [@Shadab\_Khan](https://community.hubspot.com/u/Shadab_Khan)\
**Post date:** [September 22, 2023, 6:38am UTC](https://community.hubspot.com/t/quote-creation-creates-internal-email/90209/2 "2023-09-22T06:38:45Z")

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Hi @BCarlson5,

Here’s how you can do it,

- use a “Quote based” Workflow - The email link will be directed to quote directly.
- However, if you wanna redirect to the deal where that quote lives use “deal-based” workflow and use filter “associated quote - record ID is known”

 ![WF1.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/4/f/4fb6e286272fa8ac870c6e34f5fbf243be27c2e0.png)

 ![WF.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/9/6/96a576c0c0bfb7bf830a539d13adca503fce471b.png)

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<div class="post-metadata">

**Author:** ![BCarlson5](https://avatars.discourse-cdn.com/v4/letter/b/b77776/32.png) [@BCarlson5](https://community.hubspot.com/u/BCarlson5)\
**Post date:** [September 22, 2023, 4:31pm UTC](https://community.hubspot.com/t/quote-creation-creates-internal-email/90209/3 "2023-09-22T16:31:00Z")

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This was the tact that I attempted to create. See below:

 ![BCarlson5_0-1695399910908.png](https://d2qpr2jzcazej7.cloudfront.net/original/2X/c/c292d102e7df635859b0f16d373acc11e50b3c0f.png)

Is it true that Marketing Hub professional is needed to just send an internal email this way? It has nothing to do with marketing.

 ![BCarlson5_1-1695400246939.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/5/7/57c99e646ec162931987f9047399a5660dbf3b78.png)

Best Regards,

Bryce

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<div class="post-metadata">

**Author:** ![BCarlson5](https://avatars.discourse-cdn.com/v4/letter/b/b77776/32.png) [@BCarlson5](https://community.hubspot.com/u/BCarlson5)\
**Post date:** [September 22, 2023, 4:31pm UTC](https://community.hubspot.com/t/quote-creation-creates-internal-email/90209/4 "2023-09-22T16:31:27Z")

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Is there an alternative?

Thank you for your reply and general help.

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**Author:** ![james-portant](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/james-portant/32/104419_2.png) [@james-portant](https://community.hubspot.com/u/james-portant)\
**Post date:** [September 23, 2023, 2:24am UTC](https://community.hubspot.com/t/quote-creation-creates-internal-email/90209/5 "2023-09-23T02:24:08Z")

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Hi @BCarlson5 ,  
How’s it going?  
Our App on the marketplace can solve this. You can automatically send emails or documents (quotes) based on deal stage. These emails can be sent to anyone you specify, or could be dynamically sent based on properties on the deal. You can check it out for free here: [HubSpot Marketplace](https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-1323181)  
Please give me a shout if you’d like a demo, or book some time in my calander here: [Calendly](https://calendly.com/james-portant/30-min-meeting)  
Cheers,  
James

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<div class="post-metadata">

**Author:** ![Shadab\_Khan](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/shadab_khan/32/12293_2.png) [@Shadab\_Khan](https://community.hubspot.com/u/Shadab_Khan)\
**Post date:** [September 23, 2023, 9:29am UTC](https://community.hubspot.com/t/quote-creation-creates-internal-email/90209/6 "2023-09-23T09:29:51Z")

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Use Internal Communication Email and **NOT** External Communication which is a Marketing email.

 ![Screenshot 2023-09-23 at 2.57.52 PM.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/6/9/69ddd78db094c7b774767588b0da6e685331c35c.png)

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<div class="post-metadata">

**Author:** ![BCarlson5](https://avatars.discourse-cdn.com/v4/letter/b/b77776/32.png) [@BCarlson5](https://community.hubspot.com/u/BCarlson5)\
**Post date:** [September 26, 2023, 8:48pm UTC](https://community.hubspot.com/t/quote-creation-creates-internal-email/90209/7 "2023-09-26T20:48:43Z")

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This was helpful thank you. One thing I am still confused on is why, when I create a new Quote, the Quote is not enrolling into the Workflow. If I were to do a Manual Entrollment and Use my Enrollment Triggers, the Quotes are there, but should this not be automatic given the appropriate criteria? Please see setup below:

 ![BCarlson5_0-1695761315429.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/1/8/1875431879c02b42173135a57840b594a0a7f430.png)

Thank you in advance.

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<div class="post-metadata">

**Author:** ![Shadab\_Khan](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/shadab_khan/32/12293_2.png) [@Shadab\_Khan](https://community.hubspot.com/u/Shadab_Khan)\
**Post date:** [September 27, 2023, 6:28am UTC](https://community.hubspot.com/t/quote-creation-creates-internal-email/90209/8 "2023-09-27T06:28:41Z")

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I am facing similar issue with quote based workflows, I would reach out to support otherwise the triggers looks good!
