Create Quote Automation

Revenue Hub Commerce Tools
1

Is there any way to create a quote from a deal stage trigger? For example, once deal x moves from deal stage y to z, then a specific quote is created. One step further, is it possible to automate the sending of the quote once it has been created?

2

Hey @CAUS10, thank you for posting in our Community!

You can create workflows that trigger actions based on changes in deal stages.

  • Navigate to your HubSpot dashboard and go to the “Automation” tab. From there, select “Workflows” and click on “Create workflow.”
  • Define the criteria for when a deal should enter the workflow. This could be when the deal stage changes from y to z.
  • Once the deal enters the workflow, add an action to create a quote. HubSpot allows you to integrate with various quoting tools or create custom quote templates within the platform.
  • After the quote is created, you can add another action to send the quote automatically. You can use our email automation capabilities, allowing you to send the quote to the relevant contacts associated with the deal.

I hope this information helps,

Pam

3

Hi Pam, I’m pretty sure it’s not possible right now to create a workflow that creates a custom quote template within the plattform.
Or did you push that with a new update?
I would love to have that feature and am waiting for it to be released since months!
Best
Till

4

i tired to creat quotes with workflow but failed terribly. got to know about this app at marketplace “AutoQuote”
it solved my problem. you too can try it

5

Hi @CHansley and @WJones008, I hope that you are well!
Thanks for your contributions on the Community!
Can you please share more details about how the Autoquote integration helped you?
Do you have screenshots (without sensitive information) or precise steps to help, please?
Thanks a lot and have a great weekend!
Bérangère, HubSpot Community Manager

6

Unfortunately, AutoQuote didn’t solve it for me. Theoretically you can create basic quotes automatically, but not with custom products etc.
Still looking for a good solution

7

@PamCotton this is not true, there’s no action in the workflows to create a Quote. Did you just make this up?

8

Don’t see this either and really would like it. I did check to be sure it wasn’t an opt-in beta, but I don’t see anything there, either.

9

Hi all! Thanks for your feedback. It is not possible to create quotes in workflows. This Knowledge Base article discusses the two ways you can manually create quotes. :blush:

10

If you want to create quotes directly from deal stages, I think this app (AutoQuote) is worth a try. Just found it recently !
Here is the link - HubSpot Marketplace

11

Totally agree with @Ericsonds. I’ve been researching this for a while and working on a custom solution. I’ll share updates as soon as I have something concrete.

12

Hi there - Can you include screenshots? I have not seen the option to automatically create a quote. I would love to be able to use deal info to automatically create a quote with certain products.

13

i dont think there is a solution for creating quotes automatically !!
But u cna use a free app from marketplace.
From my experience You can Try this App on Marketplace named “AutoQuote” , i using it for a while now. and its been helpful. heere is the link if u want

Let me know if it woorks for you

14

@TillW - Unfortunately only via a custom coded workflow action using the Quotes API

15

Hi @PamCotton do you know of a solution for this problem yet? I am also looking to automatically create quotes and email them to customers with a workflow.

16

Hey!! I was struggling with the same problem—I create a lot of quotes in a day. While browsing through the marketplace, I found this app. It has a feature that lets you create quotes directly just by moving deals through stages. Super handy!
Here is the link - HubSpot Marketplace
You can also Give a Try too

17

The latest information on the subject which we have received:
Managing the (un-)publication and deletion of quotes via Hubspot’s API:

  • At this moment, the public Quotes API documentation is the only customer-facing document available related to using API functionality to leverage our Quotes tool

  • I’ve researched internally, and currently, there is no projected conversation or date of release of such functionality within our Quotes tool

  • As noted in this community thread, it’s not currently possible to automate the creation of quotes via any HubSpot tools, outside of using our public Quotes API.

  • It may be possible via some integration (ex. Zapier) to do so, however, you will need to research our app marketplace to find an integration that would meet your use case.
    We have requested further information on the strategy regarding the Quotes management feature set. In it’s current state it is severly unfit for high volume and automated quote management.
    We advocate for implementing the necessary functionality and exposing it via endpoints of Hubspot’s REST API so the community can build solutions on top of that.

18

Hi! Does anyone have experience with the above mentioned AutoQuote? Is it any good?

Best, Rombout

19

I have been using it for quite some time. Surely you can give this a try for creating quotes and bills

20

I used it, Worked good for me as creating a quote is a long and tiring process. This app helped me in creating quotes directly. Also the team who made is good. i needed some assistance and they were prompt to help me out.