topic Using HubSpot for Change Orders in Tips, Tricks & Best Practices

Using HubSpot for Change Orders

JLoye — Mon, 24 Mar 2025 13:35:21 GMT

Does anyone have advice on the best way to recognize and have customers be able to sign change orders? With the current HubSpot setup you have to either add those line items to the existing Deal and have all items appear on the change order or create a whole new deal with those items. Just wondering if anyone has found a good and quick process for this within HubSpot.

Re: Using HubSpot for Change Orders

kennedyp — Mon, 24 Mar 2025 18:22:51 GMT

Hey @JLoye! Great question. I understand your goal is to allow for a simple process to edit existing signed quotes for change orders, correct?

I want to invite some subject matter experts to see if they have any suggestions.

Hey @ScottPennwood or @ChrisoKlepke, do you have any workarounds here?

Otherwise, I can absolutely see the value of this -- I encourage you to consider creating a post on our Ideas Forum here. If you find a similar idea, give it an upvote and share your unique use case in the comments.

Best,

Kennedy

Re: Using HubSpot for Change Orders

RubenBurdin — Sun, 20 Apr 2025 05:16:18 GMT

I think the easiest way would be to create a custom product property, such as Item type or something similar, and display it on your quote template. Then, if you don't need to show the initial item and how it has changed, you can just edit the line items, modify those that require change, re-map their type to make them visible that they've been changed and send the new quote to the client as such, for them to re-approve the changes. If you need to show the previous line items, you can leave them there with a 0 amount and add the new, changed line items to the deal and quote.

If you need to just approve the changes and not send all line items for this, then I think an option would be to clone your deal and name it as such (or categorize it as such) and send a quote with only the updated line items.

Re: Using HubSpot for Change Orders

JRIMPS — Thu, 30 Oct 2025 20:28:02 GMT

Any update on this? I am trying to figure out how to do change orders as well.

Re: Using HubSpot for Change Orders

STierney — Thu, 30 Oct 2025 20:39:31 GMT

Hey @JRIMPS - thanks for following up here!

Just to clarify, were you able to attempt @RubenBurdin's suggestion (re: custom property)?

Shane, Senior Community Moderator