Automated contract creation from approved quotes in HubSpot

• Automatically generate contracts from approved quotes in HubSpot.
• Streamline contract management processes for sales teams.
• Enhance efficiency by reducing manual data entry and errors.

Webhook triggers on quote approval. Extracts quote ID and fetches quote details. Assembles contract model with line items and totals. Generates contract using OpenAI's GPT-4. Converts contract to HTML and encodes it in Base64. Creates a DocuSign envelope for signature. Updates quote status in HubSpot and sends Slack notification.

1. 1
   Import the workflow template into n8n.
2. 2
   Configure the webhook URL for quote approvals.
3. 3
   Set up HubSpot and DocuSign credentials.
4. 4
   Test the workflow with a sample approved quote.