Hello everyone,
We are now using Hubspot’s quotation and invoice tool.
However, what customers keep asking for are order confirmations.
It would be great if this could be implemented.
Status: Idea Submitted
We are looking for the same functionality.
In our process, the order confirmation is a standalone document, separate from the quotation and invoice. Customers expect it as a formal confirmation of the order, so it would be very useful to have it available as its own native document type in HubSpot
At the moment, quotes and invoices do not fully cover this step in the workflow.
Hi Alexander, our app DocuGen can make order confirmations as their own document, generated right from the deal in HubSpot. You build the order confirmation template once, from your own Word file or one from our gallery. Each confirmation then pulls in the customer’s contact and company details and the order’s line items and pricing, and saves as a PDF to the deal’s attachments, separate from the quote and invoice. You can also generate them straight from the pipeline without opening each deal. Same goes for you, Patricia.
We’re on the HubSpot marketplace if you want a look.
P.S. The free plan covers 400 documents a month with no watermark, and unlimited users so everyone on the team can send confirmations for free.