Skip to content
The Workflow Library
Get the full library

Notify the sales manager when a quote above a dollar threshold is created

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Professional.

Quote2 stepsUpdated for HubSpot seat pricing
OutcomeThe sales manager sees a high-value quote the moment it is created, before it is even sent, instead of finding out about a big deal's pricing after the buyer already has it.
Workflow mapsales-ops-026
Quote created with amount above threshold leads to Notify sales manager. Notify sales manager leads to Notify deal owner for visibility. Quote created with amount above threshold Notify sales manager Notify deal owner for visibility
Quote created with amount above threshold leads to Notify sales manager. Notify sales manager leads to Notify deal owner for visibility. Quote created with amount above threshold Notify sales manager Notify deal owner for visibility

When to use it, when not to

Use it

  • Use it when a specific dollar threshold reliably separates "routine" from "needs a second set of eyes" for your team, and a manager wants visibility before send, not just at signature.
  • Use it alongside sales-ops-034 (blocking a quote from being marked ready to send until required fields are filled) if you want the manager notification to double as an informal review gate.
Read more on when to use itShow less

Skip it

  • Do not set the threshold so low that most quotes trigger it; a notification everyone ignores because it fires constantly is worse than no notification.
  • Do not use it as your only high-value deal control if you need a hard approval gate rather than a notification; a notification does not stop the quote from being sent, it only informs.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 4 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 2 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 2 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON lists the fields to create. The workflow JSON documents the build.

Install · By hand

This workflow runs on the quote object, where the one-click installer does not create workflows. Build it from the spec; the one-click installer does not cover it.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free Sales ops spec

Not the workflow you needed?

More in Sales ops

50 specs in this section

See all 50 This category, 39 EUR
FreeCreate SDR-to-AE handoff task when a meeting is bookedContact6 steps Block a quote from being marked ready to send until required deal properties are filled inQuote4 steps Notify rep when a sent quote is viewed by the buyerQuote4 steps Auto-enroll contact in sales sequence when lead status becomes Sales Qualified LeadContact5 steps

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library