Tips, Tricks & Best Practices

llegault
HubSpot Product Team
HubSpot Product Team

Use a Quote-based workflow to send reminders for signing a quote

In a Quote-based workflow, you can enroll quotes when they are created, use actions to send emails to contacts, and include delays between sends. Plus, the quote can auto unenroll once the quote has been signed so the emails stop sending.

 

It could look something like this:

 

Create quote-based workflowCreate quote-based workflowquote workflow unenrollmentquote workflow unenrollment

 

 

 

 

8 Replies 8
HHadmin
Participant

Use a Quote-based workflow to send reminders for signing a quote

This does not achieve the desired outcome for e-signature. The quote link you are copying to the Contact and sending in a reminder email is a PDF download link and the downloaded quote won't contain an e-signature option.

0 Upvotes
jvandervoorn
Participant

Use a Quote-based workflow to send reminders for signing a quote

How do we add a button or link to the quote?

natsumimori
Community Manager
Community Manager

Use a Quote-based workflow to send reminders for signing a quote

After checking the resources, I believe there's not a way to do this at the moment. 

PhillipSilesky
Participant

Use a Quote-based workflow to send reminders for signing a quote

The Quote URL lives in HubSpot as a read-only Quote object property. We can simply copy this to a new property at the contact level in order to create a link to the quote.
Screenshot 2022-08-15 2.png

kvlschaefer
Community Manager
Community Manager

Use a Quote-based workflow to send reminders for signing a quote

Thanks for sharing this update, @PhillipSilesky


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0 Upvotes
joelgrossman
Participant

Use a Quote-based workflow to send reminders for signing a quote

This is neat -- but I don't see a way to include a link to the unsigned quote in the reminder email. Is there one?

PhillipSilesky
Participant

Use a Quote-based workflow to send reminders for signing a quote

The Quote URL lives in HubSpot as a read-only Quote object property. We can simply copy this to a new property at the contact level in order to create a link to the quote.Screenshot 2022-08-15 2.png

0 Upvotes
natsumimori
Community Manager
Community Manager

Use a Quote-based workflow to send reminders for signing a quote

Thanks @llegault for sharing this:)