Overview
To automate your quote generation and management process in HubSpot using the 0CodeTools app, you need to set up two workflows: one for deals and one for quotes. This setup allows you to automatically create quotes, populate necessary details, and add payment options like Stripe seamlessly.
Workflow 1: Deal-Based Workflow
Purpose: This workflow triggers when a deal reaches a specific stage, such as “Quote Preparation.” It adds line items (optional) and generates an empty quote.
Steps:
1.Trigger: Set the trigger to enroll deals when they reach the “Quote Preparation” stage in your pipeline.
2.Add Line Items: (Optional) Use the “Add Line Item from Product” action if you want to add specific products from your library.
3.Create Quote: Use the “Create Quote” action. This will generate an empty quote associated with the deal.
Workflow 2: Quote-Based Workflow
Purpose: This workflow fills in the quote details, including sender and customer information, tax application, payment options, and status updates.
Steps:
1.Trigger: Set the workflow to enroll quotes when they are associated with deals that match criteria, such as deals in the “Quote Preparation” stage.
2.Copy Associations: Use the “Copy Associations” action to transfer details from the deal (e.g., contacts, companies) to the quote.
3.Set Sender Email: Use the “Set Property Value” action to populate the sender’s email address.
4.Set Company Name: Set the sender’s company name using the “Set Property Value” action.
5.Optionally: Add Tax: Apply a tax rate (e.g., 20% VAT) using the “Add Tax” action.
6.Optionally: Activate Payment Option: Enable payment methods (e.g., Stripe) using the “Activate Quote Payment Option” action.
7.Optionally: Publish quote: To publish the quote you need to update the quote’s approval status (e.g., “Approval not needed”) using the “Set Property Value” action. After quote is published, you can copy quote URL (Link to Hosted Quote property or Quote PDF download link property) to a deal or contact and use personalization tokens in the sales and marketing emails to automatically add quote link to email and even automatically send it to customer.