Invoices - Pull Record Data into Invoice

HubSpot Ideas
,

Status: Idea Submitted

1

Hi,

I was working in the new Invoices feature. I noticed when I add (+) and Invoice from the Deal, it does not pull any of the information from the deal (ie associated company, associated contact, line items). This would streamline the invoice creation process and reduce duplicate work.

Thank you

2

I have the same question - this would be great to not have to re-do all line items in the invoice.