Hi all,
A big announcement that you can now create quotes in draft directly from workflows!
Previously, workflows could create things like deals, but quotes still had to be created manually. Now there’s a “Create quote” action you can add to a deal-based workflow, so a quote can be generated automatically when specific criteria are met.
There’s also a renewal quote action (currently in Contracts Private Beta), which lets you generate a draft renewal quote using a contract-based workflow when a contract is approaching its end date.
How to set it up:
- Go to Automation → Workflows
- Create a deal-based workflow (or contract-based for renewal quotes)
- Set your enrollment trigger
- Add an action CRM → Create Quote
- Select your quote template
From there, quotes will be created in draft status using your selected template.
Available for Commerce Hub Pro+