Outcome. The rep and manager both find out the moment a buyer formally declines a quote's e-signature, instead of the rep discovering it days later when the deal has already gone cold.
Workflow map
Enrollment, branches and actions at a glance
sales-ops-027
flowchart TD
A[Quote status changes to signature declined] --> B[Notify deal owner]
B --> C[Notify sales manager]
C --> D[Create same-day follow-up call task]
When to use it, when not to
- UseUse it whenever quotes are sent with HubSpot's native e-signature and a decline is a distinct, trackable event on your portal.
- UseUse it to make sure a decline routes to more than just the rep, since a declined signature is often a signal worth a manager's attention (pricing objection, competitor, timing).
- SkipDo not use it if your e-signature provider is external to HubSpot (a PDF sent through a separate e-signature tool); the decline event only fires for signatures collected through HubSpot's native quote flow.
- SkipDo not assume a decline always means lost; some declines are simply "wrong document version, resend," so pair the notification with a manual follow-up step, not an automatic close-lost action.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.4 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.3 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
