@ethankopit 3 years, 8 months, 25 days, for a basic piece of functionality (thats standard across every other CRM i’ve worked with) and still not available; whats the hold up here?
Deployed the “Overview” tab but nothing on clone quote yet… I know which one is certainly more helpful in sales…
@jruocco isnt this just the old button that is ‘Clone’ quote but for the same deal?
@ethankopit Is there any update on this? cloning quotes and adjusting their deal association is an essential feature
Hi all!
My name is Nicoline and I am the new PM who manages Quotes. It sounds like there are a few requests here that I want to provide updates for.
1) Being able to edit a quote once it’s published (i.e. a customer asks for an edit) --> This is available under Actions > Recall & edit. You can edit and publish the quote (the URL will stay the same).
2) Being able to clone a quote once it’s published --> This is available under Actions > Clone. You can create an entirely new quote based on the pre-existing quote.
3) Clone a quote and associate a new deal --> This is not available and is not something that is currently on our roadmap, but the feedback is helpful as we consider the future of quotes and the relationship between quotes and deals.
Please let me know if you have any questions about this.
Cloning a quote to a new deal is an essential function. Please escalate this to a priority on the roadmap.
@NBach This is really disappointing. My use case: we sell to franchise restaurants. We have to create new deals for each franchisee who orders. For one particular customer, I have 709 deals, all with very similar items. It would be so time-saving to clone the deal and the associated quote. Please reconsider!
@NBach Welcome, Nicoline!
This is not progress. We all need the ability to associate a quote to a different Deal. How many users need to pile on to this request for it to be put on the roadmap? No one from HubSpot has ever said why this feature will not be added. It surely is not from lack of requests from users. HubSpot can do better.
Thanks!
EE
@NBachthanks for answering, as @jj12stars my use case have very similar items over diferent deals and it would be so time-saving to Clone a quote and associate a new deal, As long as the system does not allow this feature, the sales team will waste a lot of time creating quotes from scratch that they already created for a different customer. Please reconsider putting this feature on the roadmap, it would greatly help multiple companies that have commented on this idea.
We have a published quote for company A.
Now, company B needs more or less the same quote.
We can clone the existing quote, but are unable to connect it to a new deal/ a new company. That’s really frustrating.
We have to create more or less the same, very long quote, again for all new costumers.
It would also be great to create general quote templates which are not assigned to a specific deal/ template yet.
Need this feature as well! Need to be able to clone quotes and assign to a new deal so we don’t need to draft from scratch - huge time waster!
This is our biggest inconvenience currently. Our team complete over 100 quotes per week and are often asked to re-do or create new quotes on new deals. The ability to clone a quote and then add it to a new deal would be a game changer. We are very interested in this going ahead.
@NBach RE: point 3 is there any plans for this to be included? It seems to be a very basic function that saves a considerable amount of time for customers and ultimately is just replicating an existing record with a different association as such I fail to see why it’s not been released or even in pipeline?
Does HubSpot still do roadmap calls? For a company known for its flexibility and adaptability, it’s disappointing to receive no feedback on this popular request. This feature would be a huge deal for us.
Hi everyone!
This idea’s status has changed from ‘Being Reviewed’ to ‘Idea Submitted’. This change is due to our improvement project to update our Ideas Forum statuses in order to provide better transparency into how we are listening to your feedback.
“Idea Submitted” means that our product teams are aware of this feedback and are monitoring the need for this feature alongside other inputs that determine their priorities & roadmap.
For more details about the statuses we use on the Ideas Forum & what they mean, you can read this community post here.
FINALLY - I hope they are able to implement this soon and quickly, it’s a massive inefficiency to have to create a quote from scratch on a new deal with similar or exact same service needs whether it’s ongoing or annual recurring type of projects.
Hi @NBach,
Just checking in—has there been any update on this?
It’s been a year since the last responce, and it would be helpful to know if this is currently on your roadmap.
Thanks in advance!