Tips, Tricks & Best Practices

dmattauch
Top Contributor

quote status for workflow

SOLVE

Hi,

 

Is there any way to use "quote status" to trigger a workflow?

 

I don't see it in the list of property options

 

Capture d’écran 2023-08-16 à 18.20.20.png

I want to do a workflow only for quote in "pending signature"

 

Thanks

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

quote status for workflow

SOLVE

Hi @dmattauch,

 

If you're looking for quotes pending signature, you could create a quote-based workflow and enroll by "ESign number of signers required is known AND ESign date is unknown". Would that work?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
jcamp
Participant

quote status for workflow

SOLVE

@karstenkoehler what about quote status=published? Essentially looking to populate some deal amount fields based on the latest published quote, which might differ from the original deal amount based on the original line items (line items don't take into account one off discounts for example)

dmattauch
Top Contributor

quote status for workflow

SOLVE

thanks @karstenkoehler 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

quote status for workflow

SOLVE

Hi @dmattauch,

 

If you're looking for quotes pending signature, you could create a quote-based workflow and enroll by "ESign number of signers required is known AND ESign date is unknown". Would that work?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.