Condition the creation of a quote on the completion of a property field

Hi @DBoussagol,

This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Limit-the-creation-of-new-quotes-to-certain-deal-stages/idi-p/927056

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I’d recommend commenting and upvoting.

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I’d appreciate it, too.

As far as workarounds go, quote approvals would currently be the closest to what you’re looking for: Set up legacy quotes

The approver would simply decline the quote if the required fields were not filled out.

Have a great day!