Lists, Lead Scoring & Workflows

MelindaNelson
HubSpot Employee
HubSpot Employee

Enroll objects when associated quote is signed

You can use the eSign completed signature quote property in Company-based, Deal-based, and Quote-based workflows to trigger actions after a HubSpot quote is signed. 

 

The eSign completed signature quote property is a number property set to 0 by default. The property value increases automatically each time a quote is signed. When selecting the filter criteria, you should use an arithmetic operation like is equal to, is less than or equal to, or is greater than.

 

Use eSign completed signature quote property as an enrollment trigger

  1. Create a Company-based, Deal-based, or Quote-based workflow.
  2. In the workflow editor, click Set enrollment triggers.
  3. In the right panel, select Quote for the filter type.
  4. Use the dropdown menu to select eSign completed signature.
  5. Select an arithmetic operation (e.g, use “is greater than 0” to enroll objects associated with quotes that have at least 1 completed signature).
  6. Click Save.

Workflow_esign_Enrollment.gif

Learn more about setting your workflow enrollment triggers.

 

Use eSign completed signature quote property in an if/then branch

  1. Click the plus icon + to add a workflow action.
  2. In the right panel, click if/then branch.
  3. Select Quote for your filter type.
  4. Use the dropdown menu to select eSign completed signature.
  5. Select an arithmetic operation (e.g, use “is greater than 0” to enroll objects associated with quotes that have at least 1 completed signature).
  6. Click Apply Filter.
  7. Create your other branches.
  8. Click Save.

Workflow_esign_ifthen.gifLearn more about using if/then branches in workflows.

2 Replies 2
vmcgee
Contributor | Diamond Partner
Contributor | Diamond Partner

Enroll objects when associated quote is signed

@MelindaNelson But you need HubSpot ENTERPRISE 😞

Regards,
Vickie McGee
Founder & CEO
Transitional Marketing
HubSpot Solutions Partner
0 Upvotes
PamCotton
Community Manager
Community Manager

Enroll objects when associated quote is signed

Hello @vmcgee, at the moment it looks like you need 

Marketing Hub  Professional, Enterprise
Sales Hub  Professional, Enterprise
Service Hub  Professional, Enterprise

 

for this option.

 

Kindly,

Pam

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0 Upvotes