There are two ways to set these up:

-Automated Messages

-Automations

Set up an automated message. When you create one for mentions, it doesn't need to send an email or text message at the same time.

Setting up Automated Messages | Zigaflow Help Center

In the pre-build's automated message set-up, tick 'Mentions' and add the required message:

Add more information to the mention using the PDF variables, for example the client's name and the total value of the quote. The above example results in this:

Set up an automation:

Automation | Zigaflow Help Center

And use the action type 'Create Mention':

Learn more: mentions in Zigaflow