# Quotes: identify approved/declined

**URL:** <https://community.hubspot.com/t/quotes-identify-approved-declined/55255>\
**Category:** Tips, Tricks & Best Practices\
**Tags:** workaround, workflows, how-to, sales\
**Created:** [April 19, 2022, 7:50pm UTC](https://community.hubspot.com/t/quotes-identify-approved-declined/55255 "2022-04-19T19:50:25Z")\
**Posts on this page:** 3\
**Page:** 1

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**Author:** ![AThompson1](https://avatars.discourse-cdn.com/v4/letter/a/6a8cbe/32.png) [@AThompson1](https://community.hubspot.com/u/AThompson1)\
**Post date:** [April 19, 2022, 7:50pm UTC](https://community.hubspot.com/t/quotes-identify-approved-declined/55255/1 "2022-04-19T19:50:25Z")

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It is common that our client will make multiple quotes for one deal. I need to be able to identify which one is approved/sold and then create a workflow (to process the sale via their internal system).

It is also necessary to keep any declined quotes for reporting purposes.

Without having Enterprise, is this possible?

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**Author:** ![system](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/system/32/124_2.png) [@system](https://community.hubspot.com/u/system)\
**Post date:** [April 20, 2022, 3:54am UTC](https://community.hubspot.com/t/quotes-identify-approved-declined/55255/2 "2022-04-20T03:54:49Z")

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Hi @AThompson1 .  
You can create a quote based workflow using ‘Quote Status is Approved’ as a trigger:

 ![webdew_0-1650426877775.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/9/e/9e2ba3ad18cc71859ae316a7fecb75867bf59067.png)

Hope this helps!  
If we were able to answer your query, kindly help the community by marking it as a solution.  
Thanks and Regards.

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<div class="post-metadata">

**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [April 20, 2022, 4:27am UTC](https://community.hubspot.com/t/quotes-identify-approved-declined/55255/3 "2022-04-20T04:27:34Z")

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Hi @AThompson1,

You can create multiple quotes on a deal. They will all appear in the right deal sidebar in the _Quotes_ section:

 ![karstenkoehler_0-1650428541560.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/5/6/5622a0482eacdd9d4a22a1cecd835d06268b6921.png)

If you use the e-signature feature, HubSpot will show the quote status as pending or signed (_Menu_ \> _Sales_ \> _Quotes_). If not, it will simply state that it’s published. It’s currently not possible to mark a quote as confirmed manually.

 ![karstenkoehler_1-1650428653524.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/9/3/93bc663652bc41dc2f800cf159f76860a4ec5197.png)

If you want an automatic process, that means that you would have to rely on the e-signature. You can then set-up [quote-based workflows which are available in Sales Hub Professional or Enterprise](https://knowledge.hubspot.com/workflows/create-workflows#select-workflow-object-and-type).

Without the e-signature, you would have to create a custom single-line text deal property that stores the reference ID of the confirmed quote. Alternatively, you could [pin a note to the deal record](https://knowledge.hubspot.com/contacts/pin-a-note-in-a-record). In either case, automation is going to be a challenge, depending on what you want to achieve exactly.

Let me know if you have any follow-up questions!
