topic Re: How to add Multiple Quotes to a Deal and Update Deal Amount? in Sales Hub Tools

How to add Multiple Quotes to a Deal and Update Deal Amount?

krogala — Thu, 14 Jan 2021 23:50:54 GMT

Here is the basic issue I am running into:

- I create a deal and add a Quote with line items to send to client. They pay using Stripe integration, and deal moved to Closed Won via workflows. The Deal Amount is auto-updated.

- The deal is now in Closed Won stage now, and should not be moved. The quote also shows as Paid and I do not want to mess with that either.

- I now want to create a charge for an upsell or add-on. So I create a new Quote in the same deal to send to client. However, the Deal Amount is now updated for the new Quote amount, rather than ADDING the upsell amount to the total deal amount.

So the main issue I would like to solve for is this: How do I create one Deal, create add-ons and upsells, and make sure that the Amount Tracking and Invoicing stays accurate and associated? Thanks in advance for helping me out!

Re: How to add Multiple Quotes to a Deal and Update Deal Amount?

PamCotton — Fri, 15 Jan 2021 22:46:05 GMT

Hello @krogala ,

Happy Friday, I will be tagging some top experts to help, @Dan1, @Kevin-C, @DAnaGuiloff what would you recommend to @krogala ?

thank you,

Pam

Re: How to add Multiple Quotes to a Deal and Update Deal Amount?

krogala — Mon, 18 Jan 2021 18:12:01 GMT

Thanks @Pam - looking forward to any help I can find.

Re: How to add Multiple Quotes to a Deal and Update Deal Amount?

krogala — Wed, 20 Jan 2021 22:15:39 GMT

@Dan1 @Kevin-C @DAnaGuiloff Please let me know if I can provide any more info on this topic. Thanks!

Re: How to add Multiple Quotes to a Deal and Update Deal Amount?

LPitcher — Tue, 26 Jan 2021 19:06:17 GMT

Hey there!
@krogala and I found a workaround for this! We created the original service as a product, set to closed-won, then went back, opened the deal again, and added an upsell as a product again. This updates the deal and keeps track off all the transactions, too.

-Lily

Customer Support Specialist

HubSpot

Re: How to add Multiple Quotes to a Deal and Update Deal Amount?

MThomas6 — Wed, 24 Feb 2021 13:46:02 GMT

Hi there,

thanks for bringing this up. We've got the same problem. We want to add multiple quotes to one deal and want the deal amount to update accordingly - right now, it just takes the last quote which was created.. Finance needs to see the different quotes because they need to see the different amounts on each quote and how many invoices to create. Because sometimes we don't invoice e.g. 500k, but 5x100k over a period of 8 months. Could you please help us out here? @lpick @Dan1 @Kevin-C @DAnaGuiloff

Re: How to add Multiple Quotes to a Deal and Update Deal Amount?

LPitcher — Wed, 24 Feb 2021 16:19:13 GMT

@MThomas6 Is it possible for you to add the line items of all the previous deals into one quote?

-Lily

Customer Support Specialist

HubSpot

Re: How to add Multiple Quotes to a Deal and Update Deal Amount?

MThomas6 — Wed, 24 Feb 2021 16:30:32 GMT

I can just clone the quote and then all the line items would be in there. However, this doesn't solve my problem that I cannot

1) create a sum of all my quotes (q1 10k + q2 20k + q3 30k => 60k) Hubspot would only show 30k as my total deal amount. We don't want users having to update the deal amount by looking into all three quotes and then updating it manually. There's going to be many mistakes for sure. Hence we want just a quote summary to be displayed us our total deal amount.

With the current setup of Hubspot our Finance team has huge problems tracking the invoices they need to create. They just want the above-described quote drafts, that would suffice.

Thanks for your help on this

Re: How to add Multiple Quotes to a Deal and Update Deal Amount?

krogala — Thu, 25 Feb 2021 21:50:20 GMT

I basically abandoned this approach as there is no good solution. We ended up creating a new pipeline for Add-Ons and making deals/quotes there. Then updating the "Main Deal" from the main pipeline with any of the add on features that got sold.

Re: How to add Multiple Quotes to a Deal and Update Deal Amount?

AMah — Tue, 23 Nov 2021 06:03:58 GMT

Any solutions to this yet? It seems so ridiculous for not being able to automatically sum up the total quotations in a deal.

Re: How to add Multiple Quotes to a Deal and Update Deal Amount?

krogala — Tue, 23 Nov 2021 17:18:21 GMT

Nothing so far. I haven't heard anything from Hubspot support either.

Re: How to add Multiple Quotes to a Deal and Update Deal Amount?

daveaseeman — Fri, 18 Feb 2022 20:54:33 GMT

I just signed up for hubspot and I'm finding this same issue. I see none of the experts replied.

Any update on this?

How does one manage multiple quotes for one ongoing effort?

Re: How to add Multiple Quotes to a Deal and Update Deal Amount?

SaltySteve — Thu, 14 Apr 2022 15:32:06 GMT

We've used custom objects for use cases like this. The workarounds people are mentioning below for upsells and add-ons lead to messy reporting, billing, and require extra training for our clients' sales reps.

While HubSpot's continuous enhancements to products and line items are excellent, we're still often using custom objects for complex requirements to improve adoption, reporting and automation for our clients.

Re: How to add Multiple Quotes to a Deal and Update Deal Amount?

MHenning1 — Wed, 06 Jul 2022 12:36:21 GMT

Ping, also intrested in mentioned reply from experts @PamCotton

Re: How to add Multiple Quotes to a Deal and Update Deal Amount?

AHardstaff — Mon, 09 Jan 2023 18:04:24 GMT

Hi did you find an update on this, I am struggling with the same issue?

Re: How to add Multiple Quotes to a Deal and Update Deal Amount

SaltySteve — Mon, 09 Jan 2023 18:19:25 GMT

Sadly, no. We’re still using custom objects for this.--

Steve Ambuul

Executive Director

626 399 8440

saltedstone.com

[image: Salted Stone's Capabilities]
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Re: How to add Multiple Quotes to a Deal and Update Deal Amount?

JDeSousaRocha — Mon, 19 Jun 2023 07:59:53 GMT

Hi Lily

I am experiencing the exact same issue and I'm failing to undertand your approach here.

Could you please ellaborate?

Re: How to add Multiple Quotes to a Deal and Update Deal Amount?

MAdams12 — Mon, 13 Jan 2025 19:03:02 GMT

We have the same need - I would like to use a different deal numbering convention, creating a new deal for add ons with the same deal number, but adding a -B or -2 after the deal number to show the association with the original deal. However it does not seem to be allowed to deviate from our 5-digit numbering convention.

Re: How to add Multiple Quotes to a Deal and Update Deal Amount?

JDeSousaRocha — Tue, 14 Jan 2025 10:07:13 GMT

After using this function for almost 2 years now I feel this option is very much needed. We too have addons that need to be accounted for in sales but at the moment the only way we can do this is by either creating another deal and quote or recalling the original quote and amending so the total value of the deal is correct and then invoice the addon separately.
I think the solution would be to allow us to choose which value goes into the amount.

* Line item sum
* Quote value
* Multiple quotes within the deal ( and a choice of which to add up)
I understand the need for quote versions as it currently works but if I had to trade I would ,we can always download the earlier versions of the quotes for comparison.

Re: How to add Multiple Quotes to a Deal and Update Deal Amount?

Blokeoverthere — Mon, 10 Nov 2025 12:07:03 GMT

Looks like there is still no update on this one. Its a poor way to manage pipeline to have to create a whole new opp to add a different quote for the same opportunity.

Its easy to add multiple quotes, but if you edit the master line items, they stay as per the latest quote. Why not just leave all the line items in 'Line Items' and then let quote hold only the ones needed in that particular quote?