HubSpot Ideas

BKamper

Add Contact and Company fields to quote tokens

When we have a quote get approved, the business information gets sent over to our Underwriting Team to approve. It's insane that I can't put this information into the body of an email associated with that contact or company when the quote gets signed. 

 

Please let me add these tokens in so I can automatically tell my team when we make a sale!

 

Thx

1 Reply
RBragg
HubSpot Employee

This would be very beneficial to customers to use to notify teams appropriately.