Jul 12, 2020 9:53 AM
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
Learn more about setting your workflow enrollment triggers.
Use eSign completed signature quote property in an if/then branch
Learn more about using if/then branches in workflows.
Oct 29, 2020 6:08 PM - edited Oct 29, 2020 6:09 PM
@MelindaNelson But you need HubSpot ENTERPRISE 😞
Oct 30, 2020 12:03 PM
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.