We recently upgraded to sales enterprise. We are using a quote-based workflow. We want to build several notifications: for example, when a deal reaches a stage called "complete", but the customer has not yet paid their invoice, we want to send a reminder with a link to the quote so the customer can easily submit their payment. This is a very common use case with obvious benefits.
The problem is, the "token" for a simple quote link is not currently available in the email tool. There are other similar links, such as "Download Quote PDF" and "Object ID", but there is no way to give the customer a link to the quote so the can easily submit their payment.
The link IS available in other contexts thougout hubspot... For example, when you create a quote, the system gives you a chance to copy the link:
Or, from within a deal or a contact, you can manually "Create Email" and manually a link like this:
But within the automated email builder, there is no way to include the link:
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