R
0CODETOOLS · HELP

Quote Automation

Setting Up Quote Automation in HubSpot

End-to-end guide to automating Quote creation, signing, and follow-up with 0CodeTools.

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.

Trigger enrollment for deals
When this happens
Group 1
Deal stage = Quote Preparation any number of times anytime
+
1. Add Line Item from Product

(Optional) Add line items from product library

+
2. Create Quote

Create empty quote {{deal.name}} — Quote

Click to see configuration
+
End

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.

Trigger enrollment for quotes
When this happens
Group 1
Associated deal stage = Quote Preparation any number of times anytime
+
1. Copy associations

Copy associations from associated Deal (contacts, companies)

Click to see configuration
+
2. Set property value

Set Sender email to sales@mycompany.com

+
3. Set property value

Set Sender company name to My Company

+
4. Add Tax

Add 20 percent VAT tax to the quote

Click to see configuration
+
5. Activate Quote Payment Option

Add STRIPE payment option

Click to see configuration
+
6. Set property value

Set Quote approval status to Approval not needed (publishes the quote)

+
End

Steps explained

  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 the quote is published, you can copy the quote URL (the Link to Hosted Quote property or Quote PDF download link property) to a deal or contact and use personalization tokens in sales and marketing emails to automatically add the quote link to email — and even automatically send it to the customer.