Created a Quote for the said deal with line items as :
Quote : 1
Line Item : Snooker table
price : 149k
After publishing the quote, I navigated to the deals page and I was able to find the quote and line items and I was able to get all the deal,quote & line items via API as well.
Few days later,
Created an another quote for the same deal.
Quote consists of below mentioned line items :
Quote 2 :
Line item1 : Snooker cues
Cost : 7500
Line Item2 : Snooker balls
Cost : 5000
Now when the new added quote is published, am not able to see the previously added quote’s line item and my deal worth is also getting changed.
When tried the same to get using the associations api, I’m only getting the recently added line items in response.
The line items are based on the most recent activity associated with the most recent quote changes. This allows the most recent quote sent to be the “active” items and amount. Your other quote still exists, but the line items are not equal to it. This is to keep things consistent in the system. You can always go and manually add list items back in and not change the quote, but it will change the total amount if you allow it to.
Showing the most recent associated line items is fine from UI perspective. But what if the customer also uses the api’s and wants to know the history of line items associated with the deal & quotes ?..I mean, I’m getting all the line items in the line items api but how to find the parent(deal/quote) records of other(old) line items ??? Only the recent ones are found in associations api.
I work for a HubSpot Diamond Partner. We have developed an app for the marketplace that aims to solve the issue of displaying associated line items. Currently, line items associated with deals remain hidden in other relevant objects. This app bridges the gap by introducing CRM cards that unveil line item lists within associated objects.
We are seeking beta testers who can try our app at no cost, provide valuable feedback, and assist us in enhancing the overall usability of the product.