topic Re: Condition the creation of a quote on the completion of a property field in Data Hub

Condition the creation of a quote on the completion of a property field

DBoussagol — Mon, 24 Mar 2025 21:11:22 GMT

My pipeline consists of several stages:

Discovery
Review > Detailed legal and technical review during the pre-sale phase
Proposal > Quote sent
Validated Quote > Written confirmation received
Closed Won

I would like to prevent the creation of a quote during the "Discovery" and "Review" stages if certain fields have not been filled out. These fields cannot be mandatory as soon as the process enters the "Review" stage. However, they should be required before a quote can be created. The creation of a quote automatically moves the transaction to the "Proposal" stage.

From a commercial process perspective, I cannot add an additional step to my sales pipeline.

Additionally, these fields cannot be mandatory at the start of the "Review" stage. How can this be managed?

Re: Condition the creation of a quote on the completion of a property field

karstenkoehler — Tue, 25 Mar 2025 05:18:08 GMT

Hi @DBoussagol,

This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Limit-the-creation-of-new-quotes-to-certain-deal-stages/idi-p/927056

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

As far as workarounds go, quote approvals would currently be the closest to what you're looking for: https://knowledge.hubspot.com/quotes/use-quotes#request-changes-or-approve-a-quote-sales-hub-enterprise-only

The approver would simply decline the quote if the required fields were not filled out.

Have a great day!

Re: Condition the creation of a quote on the completion of a property field

ConorJeffers — Fri, 23 May 2025 19:49:13 GMT

You could do this quote hapily which is a HubSpot app. You would set up a rule that would block reps from making quotes if a specific field isn't populated, or you could use the Prompt User feature to make the rep fill out that field during the quoting process.

https://quote.hapily.com/solutions/rules-engine