Hi All,
In HubSpot we are currently using the legacy quote tool. Based on a single deal record, we create multiple quotes for the same customer.
Is there any option in HubSpot to differentiate quotes using labels or tags (for example: MS Quote, PS Quote, etc.)?
If this option is not available in the legacy quote tool, are there any alternative options or workarounds available to clearly differentiate the quotes created under the same deal?
Thank you.
Hi @Janakan_S,
Besides giving the quotes clearly distinguishable names, as far as I know, no. Since it is a legacy tool, I find it unlikely that any improvements will be made here.
Something that will facilitate keeping track of quotes would be pinning a note to the deal, adding the links to each quote and adding a short description or identifier within the note, e.g.
MS Quote: [link]
PS Quote: [link]
Best regards
Hi @Janakan_S, you could give each quote type its own template in our app DocuGen, so every MS Quote and PS Quote carries its label right on the page. That works alongside Karsten’s naming tip.
Build both templates in DocuGen’s editor inside HubSpot, with the deal’s contact, company and line item data, then pick the one you need from the DocuGen card on the deal. Each PDF saves to the deal’s attachments with its label printed on it. When a customer needs both, a recipe generates the pair in one click.
DocuGen is listed on the HubSpot App Marketplace.
P.S. The free plan covers up to 400 documents a month with no watermark, and users are unlimited, so your whole team can use it at no cost.