It would be nice to have the option to trigger a workflow based on if a quote has been published or not. We are trying to tie this to "deal stage" and have the stage listed as "quote issued" automatically.
Great idea. It would also be helpful to be able to report on Quote status alongside Contacts, Deals, Line Items etc. For example, the number of Contacts which have been emailed a Quote in the last month.
We really need this trigger ASAP to run tax calculations with our external application which does lookups based on item type and zip to calculate taxes. Out of all of the triggers, this seems like one of the most logical ones to have. It could also be useful to have notifications based on this for management oversight of when quotes are sent out.
I found a workaround for this. If you don't have the Require approvals on all quotes setting turned on, any created but not published quotes will have a Quote approval status of Draft. When published, it will change to Approval not needed. I have a workflow for a quote review process that enrolls deals made by our reps that have the Quote approval status is any of Approval not needed and it works just as you'd like it to. When the quote is published, our fulfillment team is notified.
@KHartleyDev got a question for you on your workaround. Are you saying you crafted a similar quote approval process instead of using those that come pre-made?
i have a similar challenge where i have some types of quotes that don't really need an approval from Management but some do. How do you keep your team from going rogue and just Publishing and moving on? Would you mind sharing a screenshot of your flow? I'm sure there is something i am missing.
@MStrebor75 Yes. We have our Fulfillment team check each quote as it is published for accuracy. If they find errors, they'll send it back to the sales rep and let them know what to fix. If there are no errors, the rep is okay to send it to their client. For your case where some need approval and some don't, I'd suggest using our filters as a base and then modifying your filters to get any quotes that do need approval. Here's a screenshot showing our workflow. Let me know if you have any questions.
@KHartleyDev thank you for the share. that was helpful. i had started to develop my own workflow with a similar idea but ran into a concern. seeing this helped. you basically created your own approval system. Appreciate you!
This is a good suggestion above, but is still not ideal for small companies who do not need approval steps. I'll look into whether we can have the person making the quote able to approve their own deal so that we can set up the email trigger from that approval status. But I would still like the easier solution of being able to set up triggers from the status Published.
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