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

llegault
HubSpot Employee

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

 

 

 

 

4 Replies 4
natsumimori
Community Manager

Thanks @llegault for sharing this:)

joelgrossman
Participant

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?

jvandervoorn
Participant

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

0 Upvotes
natsumimori
Community Manager

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

0 Upvotes