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Deal desk: Manage HubSpot quote approvals in Slack
Automate your HubSpot quote approval workflow to close deals faster and kick up your sales efficiency.
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Overview
When you've got sales targets to hit, every minute counts. And migrating your quote approval process to Slack is one way to shave time from your turnaround.
Try it with our done-for-you Deal Desk template. It lets you automate your HubSpot approval process—so reps won't have to chase down stakeholders, and the 360-degree view reps get of their progress will help them close deals faster.
Key benefits of automating your Deal Desk
- Deals get closed in faster
- Automated follow-ups eliminate delays and reduce the risk of missed requests
- Transparent approval tracking improves pipeline reporting
Key features of the Deal Desk template
- Automated approval requests — As soon as a quote is ready for approval, the system automatically notifies the appropriate approvers.
- Centralized approval tracking — All approval statuses are tracked in a single table, providing a clear overview of where each quote stands.
- Multiple tiered approvals — Set approvers for each concession, so you're covered no matter what.
- Variable approvers — Set approvers based on their relationship to the rep, so their specific Manager, VP, approvers, or mark them as static (where everyone gets the same approver).
- Built-in service level agreement (SLA) enforcement — The system automatically follows up when stakeholders haven't approved within 24 hours, to keep deals moving.
How this quote approval template works
This ready-made template builds you a time-saving, automated quote approval system. Here's how it works:
- A sales rep submits a new quote for approval in HubSpot Quotes.
- The system identifies approvers based on the specific concessions that are asked for and the rep's reporting chain.
- An email approval request gets sent to the designated approvers.
- The approver reviews the quote details and takes action—approve, reject, or request changes—in Slack.
- If the quote is approved, it's marked as such in HubSpot, and the rep is free to send it. If concessions aren't approved, the quote is marked rejected, and reps can resubmit.
- If quotes aren't approved in 24 hours, stakeholders are tagged in the thread as a reminder.
You'll find detailed setup instructions inside the template. Scroll down for a preview.
Who should use this template
Deal Desk is great for:
- Sales teams of all sizes → Pare down your quote approval process to the essentials.
- Organizations using HubSpot → Get multiple approvers for quotes in your CRM of choice.
- Companies with complex approval hierarchies → Easily plug in a flexible, customizable solution.
- Sales managers → Gain more visibility into the approval process and pipeline reporting.
- Businesses aiming to reduce sales cycle times → Shore up inefficiencies in your sales team.
Frequently asked questions
Can this template be integrated with other CRM systems besides HubSpot?
Yes. While it's preconfigured for HubSpot, Zapier supports hundreds of CRM systems. With just a few modifications, you can adapt the template to work with other popular CRMs, like Salesforce, Pipedrive, or Microsoft Dynamics.
How customizable is the approval workflow?
This workflow is more advanced, but it's designed to still be user-friendly and easily customizable. Plus, the template comes with clear instructions, so you'll have a reference while you're setting it up.
Can this template connect to other team chat tools besides Slack?
Yes! While it's pre-configured for Slack, it would easily work with Microsoft teams, or even email.
