Hi @LMerentie,.
Nice to meet you!
We have an invoice automation app for HubSpot called Portant. It will enable you to generate an invoice via the mobile app because you can add a “Generate invoice” action to a HubSpot workflow, which can be triggered by a property changing (via the mobile app) like this:
This means you can add a property to your deal and when this property changes to “Generate invoice” Portant will generater an invoice for you. I made a short 60s video to give you a top level overview here:
If that looks helpful, we have some docs to help you get started: HubSpot | Portant Docs but if you need any additional help, please feel to book a call here: Calendly
Cheers,
James - CEO @ Portant
Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in…