HubSpot Ideas

synapsemonica

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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ステータスに更新: Delivered
September 04, 2020 03:06 PM

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

1件のコメント
ステータスに更新: Delivered
hroberts
HubSpot製品開発チーム

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