Copy quotation to another deal

ThomasGuns — Tue, 10 Sep 2024 07:39:14 GMT

Most of the time we make the same quotation for potential cliensts, 90%. It's quite a big list of products, is there a way to copy a quote from one deal to another? So just the deal/contact details change? Would save me a lot of time....

Re: Copy quotation to another deal

Olivia_Bagnall — Tue, 10 Sep 2024 09:24:34 GMT

@ThomasGuns Hi Thomas.

My name is Olivia and I am an ex-HubSpotter turned HubSpot expert for Baskey the agency. Happy to help here!

This is an idea that has been submitted and upvoted on the community ideas forum a few times. The most popular post is here https://community.hubspot.com/t5/HubSpot-Ideas/Feature-to-take-a-cloned-quote-and-associate-it-with-a-new-deal/idi-p/432687. i would suggest folowing the post so that you are notified once the product team move it into Beta.

For now, you could create a custom quote templqte that is preloaded as you want so that it's ready to go on any deal. https://knowledge.hubspot.com/quotes/create-custom-quote-templates

If you need assistance with this, my team have a lot of expereience building custom quote templates for organisations. Feel free to connect over email, here or on Linkedin.

All the best

topic Re: Copy quotation to another deal in Sales Hub Tools

Copy quotation to another deal

Re: Copy quotation to another deal