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

[llegault]

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 workflowquote workflow unenrollment

[HHadmin]

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.

[jvandervoorn]

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

[AStrong5 · Accepted solution]

I realize this is an old conversation, but commenting for anyone that comes across this. We've acheived this by linking a button to a URL with the following personalization token in the Link URL field:  {{ personalization_token('quote.hs_quote_link', '') }}

[natsumimori]

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

[PhillipSilesky]

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.

[kvlschaefer]

Thanks for sharing this update, @PhillipSilesky! 

[joelgrossman]

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]

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.

[natsumimori]

Thanks @llegault for sharing this:)