Hi! I wanted to create a workflow that automatically creates a new quote when a deal is moved from any stage to another spec…

Hi @NVejby , Automated quote creation is currently neither supported in workflows nor via API (at least not yet ). As a worka…

Has there been any automation established for this yet?

Are there any integrations that can make this happen yet? This is easily done in Salesforce with Apptus. This would save an i…

“The automation doesn’t exist, as a workaround, you can do it manually” Hillarious; has this been updated yet 2 years later? …

Yeah, isn’t this basically specifically what HubSpot is meant to be used for? I thought I was going mad when I couldn’t work …

I encountered the same issue regarding automatic quote creation upon deal stage changes. I believe I’ve found a solution usin…

I will try that instead. Thanks a lot!

What’s the status of this? We really need this automated before we can leverage quoting within hubspot.

Hi @NVejby , I actually work for an invoicing software company that allows you to do this sort of thing. It’s called Paycove, …

It’s been more then three years now, two without an update. Why is this so difficult to archive? Other objects are far more …

Automatically create quote when deal is moved to new deal stage

arw December 10, 2023, 11:43am 10

AH! I cannot believe this isn’t supported!

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