<a name="p-671398-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-1" class="anchor" href="#p-671398-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-1" aria-label="Heading link"> 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 s…

Hi all! Thanks for your feedback. It is not possible to create quotes in workflows. This Knowledge Base article discusses the…

The latest information on the subject which we have received: Managing the (un-)publication and deletion of quotes via Hubsp…

Hey @CAUS10 , thank you for posting in our Community! You can create workflows that trigger actions based on changes in deal …

Hi Pam, I’m pretty sure it’s not possible right now to create a workflow that creates a custom quote template within the plat…

i tired to creat quotes with workflow but failed terribly. got to know about this app at marketplace “AutoQuote” it solved m…

Hi @CHansley and @WJones008 , I hope that you are well! Thanks for your contributions on the Community! Can you please share…

Unfortunately, AutoQuote didn’t solve it for me. Theoretically you can create basic quotes automatically, but not with custom…

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

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 the…

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

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

Hi there - Can you include screenshots? I have not seen the option to automatically create a quote. I would love to be able t…

Create Quote Automation

HFisher7 May 28, 2024, 2:35pm 14

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

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