How to Set a Countersign in HubSpot Quotes via API

[ronaldoapf]

Hello everyone, I hope you’re all doing well.

I’m developing an automation to create quotes using the HubSpot API. Everything is working fine based on the quote API documentation.

However, I need to assign a contact as a countersign, and I couldn’t find any information in the documentation on how to achieve this.

Is there a way to do this via API? Any guidance would be greatly appreciated!

Thanks in advance.

[aviafriat26 · Accepted solution]

Hey @ronaldoapf,

HubSpot’s API doesn’t have a direct way to set a countersign on quotes. You can store the countersign contact in a custom property and trigger a workflow to notify them. Otherwise, it has to be assigned manually in the UI. Might be worth checking with HubSpot support for any workarounds.

[PamCotton]

Hey @ronaldoapf, thank you for posting in our Community!

Based on HubSpot's API documentation, there doesn’t seem to be a direct way to assign a countersign contact to a quote via API. 

You might want to check the available properties when retrieving a quote to see if any relevant fields exist. 

If not, an alternative could be using custom properties to store the countersign contact information. Another option is leveraging workflows or external automation tools to add this functionality after the quote is created.

To our top experts @DanielSanchez and @Anton any other recommendation for @ronaldoapf matter?

Thank you,

Pam