Outcome. The rep and their manager both hear about a signed deal within minutes, before it surfaces on a weekly pipeline report, so the handoff to whoever processes the paperwork or kicks off onboarding starts immediately.
Workflow mapEnrollment, branches and actions at a glance
flowchart TD
A[Quote status changes to Signed] --> B[Notify deal owner]
B --> C[Notify sales manager]
C --> D{Deal stage already Closed Won?}
D -->|No| E[Set deal stage to Closed Won]
D -->|Yes| F[Skip stage change]
E --> G[Create onboarding kickoff task]
F --> G
G --> H[Set Contract signed date]
When to use it / when not to
- Use it whenever quotes go out with HubSpot's native e-signature enabled and the team wants signature completion to trigger internal visibility and downstream tasks (onboarding kickoff, contract filing) rather than being noticed only when someone opens the deal.
- Use it as the trigger point for a clean SDR/AE-to-CS handoff, since a signed quote is a firmer signal than a deal stage change someone might forget to make manually.
- Do not use it as your only closed-won trigger if reps sometimes close deals without a HubSpot quote (verbal agreement, PO-based, external contract). Pair it with a deal-stage-based workflow for those cases; this fiche only covers the quote-signature path.
- Do not rely on this alone for revenue reporting; use deal stage and amount fields as the source of truth for pipeline reporting, this workflow is for operational notification and handoff, not analytics.
