Outcome. The rep finds out the same day a buyer opens the quote, so follow-up happens while the quote is top of mind instead of days later on a routine check-in.
Workflow mapEnrollment, branches and actions at a glance
flowchart TD
A[Quote status changes to Viewed] --> B[Notify deal owner by internal email]
B --> C{Quote amount above threshold?}
C -->|Yes| D[Notify sales manager]
C -->|No| E[Skip manager notification]
D --> F[Set Last quote viewed date on deal]
E --> F
When to use it / when not to
- Use it whenever quotes are sent through HubSpot's native quote tool and reps want a consistent, workflow-driven notification rather than relying only on the quote's own creator-level view alert.
- Use it to layer a manager or deal-team notification on top of the individual rep alert, for high-value or team-sold deals.
- Do not build a whole workflow for this if you only need the individual sender notified. HubSpot's quote editor has a native "Notify me when this quote is viewed" toggle at send time. Check that first, it may be all a single rep needs, with zero workflow required.
- Do not use it if quotes are generated and sent outside HubSpot (PDF attached to an external email). The view event only fires for quotes hosted and opened through HubSpot's quote page.
