This is realley needed: Clone a quote and associate a new deal --> T
That’s exactly what I was thinking of. I just don’t understand why this was not possible from the beginning…
It appears there is now Basic Record Cloning [Beta]:
I expect this should solve all most of this issue?
We have been chasing the abilty to clone a quote across different clients for about 6 years now. Extremely poor performace from Hubspot in this regard.
I have multiple clients requesting quotes for the same package of work, to have to create multiple quotes of exactly the same items and pricing is backwards.
@HybitHiit seems that quotes can´t still be copy from one deal to another but with the Basic Record Cloning feature is possible to copy a deal and add the existan line items by selecting the checkbox “Clone line items from the existing record to this one.” this new feature could shorten the process of duplicating a quote to a new deal because you don’t have to manualy add the line items to the Quote, however is not a direct solution and is not going to work to clone an existing quote to an existing deal.