Feb 10, 2021 4:12 PM - edited Mar 3, 2021 9:54 AM
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Feb 18, 2021 10:07 AM - edited Feb 18, 2021 10:07 AM
I submitted an idea in the idea forum that is related to quotes. Here's the post: https://community.hubspot.com/t5/HubSpot-Ideas/Send-quote-email-notifications-to-quot-contact-owner-...
Send quote email notifications to "contact owner" in quote workflow:
The only notification possible from a quote workflow is to send an email to the "quote-deal owner / a person / a team" but not the "contact owner" which is very limiting for our use.
Our quote owners are inside sales people but we need to send multiple notifications to the "contact owner" so he can follow-up with the customer on quotes. For now my only workaround is to create a quote workflow with notification to quote owner + a contact workflow with "deal" info as trigger to send a notification to the contact owner. Very time consuming and still not fixing the complete need.