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Status: Delivered
synapsemonica
Submitted by on ‎Aug 18, 2020 1:32 PM

Quote Automation

When utilizing Hubspot quotes, it would be great to create a workflow so that the deal is automatically moved from "Contract Requested" to "Contract Sent" stage.  Similarly, once the deal is signed, create a workflow that automatically moves the contract into "Invoicing" stage.

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Delivered
September 04, 2020 03:06 PM

This is possible with Quote based workflows, which are available in Sales Enterprise.

1 Reply
Delivered
hroberts
HubSpot Product Team
HubSpot Product Team
‎Sep 4, 2020 6:06 PM

This is possible with Quote based workflows, which are available in Sales Enterprise.