Hello,
We have recently started using quotes from Hubspot and now we want to integrate Hubspot with our accounting system called Exact.
We want it set up so that when a quote is signed, that an invoice will be generated automatically in Exact, however, we are looking for any case studies around this as with Exact, I believe that once an invoice is created, we cannot then change the company name to a legal entity/billing name for example. So, we are looking for any ideas on how to best set up Hubspot quotes to ensure we always have the correct company/legal entity name and billing address details along with the correct VATadded to the quote. Our sales people dont usually requet billing details until we need to invoice, and since we are now going to generate invoices from the quotes, we need to ensure we have this information in Hubspot already and being pulled into the quote correctly. Is it possible to choose the correct company name and billing details from within the quote object once the sales people are already making the quote? Or do we need to set up a logic that the quote form should always input the legal entity (and we create a new field on the company object for this) and billing address details instead of the usual ‘company name and address’ fields?
I hope this makes sense to you and thanks in advance for anyone with any tips on Hubspot and Exact workflows.
Alicia