Does creating a quote through custom code not work?

Data Hub Data Hub
1

Here is my process and end goal:

  • I have a deal expiring
  • I auto-create a renewal deal and assign it to the correct user
  • I want to create a quote that is in draft stage and associate it with the new deal.
  • I use custom code to create the new quote
  • following the API documentation, I was able to create a quote
  • I was able to associate it to the deal
  • I was NOT able to associate a quote template. Figured it might be my custom template, so I created a new custom template and used the proper endpoint as in the documentation

/crm/v3/objects/quote/{QUOTE_ID}/associations/quote_template/{QUOTE_TEMPLATE_ID}/quote_to_quote_template​

  • I get a response saying success, but when I open a quote, the quote template is not associated
  • Same thing when I try to associate a product/line item.

Is the documentation wrong? Am I doing something wrong? Happy to share my code if needed.

2

Hi @MarwanDajani

Thank you for reaching out.

I want to tag some of our experts here - @LMeert @klloyd__1 @Teun do you have any thoughts for @MarwanDajani on this?

Thank you!

Best

Tiphaine

3

Hi @MarwanDajani ,

You won’t believe this, but I build exactly the same functionality last week.

Can you share your code so I can compare it to my workflows?

4

Hi @MarwanDajani ,

I created a 10 minute video showing my workflow. Hope it helps!

https://www.linkedin.com/posts/teun-rutten-500a2b90_hubspotdevelopertipsandtricks-hubspottipsandtricks-activity-6995404590204514304-IfuQ?utm_source=share&utm_medium=member_android