Most of the time we make the same quotation for potential cliensts, 90%. It’s quite a big list of products, is there a way to copy a quote from one deal to another? So just the deal/contact details change? Would save me a lot of time…
@ThomasGuns Hi Thomas.
My name is Olivia and I am an ex-HubSpotter turned HubSpot expert for Baskey the agency. Happy to help here!
This is an idea that has been submitted and upvoted on the community ideas forum a few times. The most popular post is here https://community.hubspot.com/t5/HubSpot-Ideas/Feature-to-take-a-cloned-quote-and-associate-it-with-a-new-deal/idi-p/432687. i would suggest folowing the post so that you are notified once the product team move it into Beta.
For now, you could create a custom quote templqte that is preloaded as you want so that it’s ready to go on any deal. Set up legacy quotes
If you need assistance with this, my team have a lot of expereience building custom quote templates for organisations. Feel free to connect over email, here or on Linkedin.
All the best