Create Quote without Deal

Smart CRM & Sales Hub Sales Hub Tools
1

Hi All!

How can I create a Quote without creating a Deal?

Are there settings or customizing I can do?

Thanks bunches!!!

Angela

2

Hi, Angela,

There’s no way to create a Quote without a Deal. Could you please elaborate on what the use case for that might be, as that might prompt some ideas?

Thanks,

Eli

3

I have an existing customer/contact wanting to order some hardware. I am not in sales and my transactions are not tracked or relevant to any pipeline, so I want to just create a quick Quote without creating a Deal. When I go to create the Quote I can not get past this:
[cid:484acbe6-136a-43cc-a1f3-eb56840e5268]
Is there a way I can bypass or add “Not Required” to the drop down menu?

4

Hi, Angela,

Thank you for the prompt response.

Can you please re-upload the photo as this one didn’t come up?

What comes to mind straight away is for you to create a dummy deal that will be clearly indocated as being a dummy one, i.e. it won’t be tracked in reports, etc. however, it will give you the option to create a quote against that deal.

Do you think that could help?

Thanks,
Eli

5

Hey @ALieber
How’s it going?
We have an quote automation app for HubSpot called Portant. It can automate quotes from Contacts without needing a Deal in the following way:

  1. User can click a button in the HubSpot contact page and generate the quote, this quote can prefill some basic info from the contact.
  2. [Optional] Then the HubSpot user can add their customisation to the quote. e.g. open the quote from HubSpot and enter the order details.
  3. Then the quote can be converted to a PDF and optionally automatically sent to the customer.

Does that sound helpful?

We have some docs to help you get started: HubSpot | Portant Docs but if you need any additional help, please feel free to email me james@portant.co and we can set up a call.
Cheers,
James - CEO @ Portant

Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in…

6

Great News @ALieber you can now create Quotes from Contact & Company record pages expanding beyond deals. This is Live now for all hubs and tiers.

What is it?

Quotes were previously only available on deal record pages. Now, you can view and create quotes directly from Contact and Company record pages as well.

Why does it matter?

You can now view & create quotes from Contact and Company record pages, making it easier and faster to view your quote data all in one place.

How does it work?

From the Contact or Company record page, you will now see quotes in the right-hand sidebar. From there, you can click “add” and the quote editor will launch with the first step of selecting a deal. The quote will auto-fill the contact and company associated with the selected deal and will only show up on the contact and company record that is associated to the published quote.

7

This should not be marked as the accepted solution. There is STILL no way to create a quote without a deal. Yes, you can associate the quote with a company or a contact, but it MUST be associated with a deal in order for it to be publishable and therefore viewable by the customer.