topic Re: How do line items and quotes interact? in Sales Hub Tools

How do line items and quotes interact?

MNar — Thu, 07 Dec 2023 15:58:31 GMT

I'm specifically asking about when in the Deal view, you can see a line item and a quote summary on the right hand side.

I can of course create a quote, and add line items separately, but it doesn't seem like the two interact? Am I correct?

Surely it would make sense for one to be able to copy the line items from a quote into the line items in the deal so that when a deal is closed and passed onto a CSM for example, that they can see exactly what the customer has bought/has, without having to go into the quote?

Re: How do line items and quotes interact?

JakeKnight — Thu, 07 Dec 2023 19:10:36 GMT

You may want to consider a slightly different process. You can go to the line items section of the deal and add the products there. Then there is a button that says Create Quote.
Also, when a deal has Line Items added, and you go to the Add Quote option, the line items will appear in the quote automatically.
Additionally, you can go to the Invoice section and select "Convert to Invoice" which will create an invoice for the added Line Items.

I can understand where you are wanting to add the line items to a quote and then have them subsequently added to the deal when the quote is accepted. Not sure why that wouldn't happen.

Re: How do line items and quotes interact?

MNar — Fri, 08 Dec 2023 09:44:22 GMT

Thanks! Not sure if I missed it, or whether it actually wasn't there before, but it seems now when I update the quote, the line items for the deal get updated accordingly, so either workflow should be fine thankfully.