# Using workflows to autocreate quotes

**URL:** <https://community.hubspot.com/t/using-workflows-to-autocreate-quotes/17172>\
**Category:** HubSpot Ideas\
**Tags:** products-quotes\
**Created:** [November 12, 2019, 7:05pm UTC](https://community.hubspot.com/t/using-workflows-to-autocreate-quotes/17172 "2019-11-12T19:05:41Z")\
**Posts on this page:** 1\
**Showing post:** 135

<div class="post-metadata">

**Author:** ![JKwock](https://avatars.discourse-cdn.com/v4/letter/j/b782af/32.png) [@JKwock](https://community.hubspot.com/u/JKwock)\
**Post date:** [April 12, 2026, 1:13am UTC](https://community.hubspot.com/t/using-workflows-to-autocreate-quotes/17172/135 "2026-04-12T01:13:18Z")

</div>

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+**

---

_[View the full topic](https://community.hubspot.com/t/using-workflows-to-autocreate-quotes/17172)._