CRM

FHugi
Participant

Quote status trigger

SOLVE

Hello,

 

All our quotes need to be Esigned by the buyer. Once a quote is signed, I want to update the status of the associated deal / contact.

 

I cannot find any quote status field for the entries "pending signature" or "pending payment" (as shown in the quote scorecard).

 

The only available quote status is "Quote approval status", which is something totally different.

Any ideas on where to find the Quote status field for a workflow?

 

Thanks a lot!

Best,

Frank

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Quote status trigger

SOLVE

Hi @FHugi,

 

That information is stored in the property ESign date ("The date and time the document was signed by all signers").

 

karstenkoehler_0-1615528985914.png

 

If there is a value in this field (= known), it means that all signers have signed.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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View solution in original post

2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Quote status trigger

SOLVE

Hi @FHugi,

 

That information is stored in the property ESign date ("The date and time the document was signed by all signers").

 

karstenkoehler_0-1615528985914.png

 

If there is a value in this field (= known), it means that all signers have signed.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

FHugi
Participant

Quote status trigger

SOLVE

Hi Karsten,

thanks for the info!