HubSpot Ideas


Automated copy of contract to customer

We need to be able to send a copy of a signed quote to the client upon signature for their records.

This is a best practice (when you sign a contract you should always receive a copy) and should not be an Enterprise only feature. Can this automation be made available to Pro users?


1 Reply

Agreed, it should just be a standard thing that the signed quote is automatically sent to the customer so that they have one for their records.