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…

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.

AH! I cannot believe this isn’t supported!

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

Propagam August 30, 2022, 6:05pm 3

Has there been any automation established for this yet?

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