Plus, we provide comprehensive instructions on how to automate the full process, from from auto-creating Quotes (based on form submissions or deals being moved to a particular stage) to generating a quote link with activated payment options.
Available for Deal-based Workflows
Using a specified search string, this action scans your Product Library and automatically adds the corresponding product as a Line Item to a specific deal.
Available for Deal-based Workflows
Creates a Quote with line items from a deal
Available for Quote-based Workflows
Activates payment option via Stripe or HubSpot Payments. This facilitates a fully automated quote generation process with payment links.
For unpublished quotes, generate a Quote Workflow and seamlessly incorporate VAT, Sales Tax, or other relevant taxes—either automatically or based on the specific terms of your deal.
* exclusively in Pro and Pro Plus packages
Set of workflow actions to automate associations of quotes and invoices. Available for Quote-based and Invoice-based workflows.
Allows sending automated emails or quote links or any other transactional emails to any email (even for emails stored in custom properties).
Deal Workflow Example:
Based on deal properties, this workflow adds Line Items from the Product Library to a deal and creates a draft quote.
Quote-Based Workflow Example:
This workflow fills some of the quote properties, associates the Quote to Contacts and Companies that were associated with the deal, adds tax, activates Payment options, publishes the quote, and copies the published quote link to a deal property.
