Making deal properties mandatory before adding quote

CRM & Sales Sales Hub Tools
1

Hi all,

I want to make certain deal properties (about this deal) mandatory before it is possible to add a quote. However, these fields cannot be mandatory when creating the deal since we do not know them yet at that stage.

In the ideal situation, I would like the following process: When clicking on add a quote (and when the deal properties are not filled in), a pop-up will show where you can fill in the selected deal properties, and then you can create the quote.

It is necessary that these fields are mandatory since they will automatically show up on the quote.

2

Hi @BDuijmelinck,

Have you considered making the properties required in the deal stage of the quote creation? Set up and manage object pipelines

I’m not aware of any options that would enforce filling properties before creating a quote. This would however be useful and you could request it in the HubSpot Ideas section: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

Ideas are evaluated based on demand and popularity by the HubSpot product team.

Best regards!

3

Hi Karstan,

Thanks for the quick response! Yes, I considered that, however, we update the deal stage after the quote has been sent. Therefore this was not a suitable option for us.
The reason why I want to do this is, is because we want to display which incoterms and payment terms are applicable to a quote. Is it possible to do that in different way?

for example, adding this decision to the details page of the quote creation process (see picture below).

Screenshot 2024-02-02 161308.jpg
Screenshot 2024-02-02 161308.jpg806×719 73 KB

4

Hey @BDuijmelinck

as Karsten mention you can setup obligatory properties in an specific deal stage.

If you are thinking about adding info in the Quotes

you can use Snippets for each incoterm with the payment terms/info.

hope this helps

5

@BDuijmelinck as I said, this is unfortunately not possible but you can request it, see my previous reply.

The required properties per deal stage could be an approach if you introduce another deal stage where these properties are required, before quote creation, even if the stage is just called “Completing required fields”.