Quote e-signature notification

[IWatt]

When we send quotes to customers, we typically require signature by both the customer and someone from our team.

Neither the sales person (the owner of the quote) nor our CEO (the counter-signer of the quote) appear to be getting notifications (or ideally a task assigned to them) when the customer has e-signed the quote and therefore the ball is in our court to close/win the deal.

Has anyone figured out how to achieve this?

[karstenkoehler]

Hi @IWatt,

The person who created the quote should receive a notification email – if that’s not the case, I’d recommend checking these steps for troubleshooting: Not receiving HubSpot system or notification emails

In any case, you can set up your own notification with a quote-based workflow and a customized notification:

Hope this helps!