Quote Revision Number

Develop, Build & Integrate CMS Development
1

Hi,
Is there a quote property for revision number?
Whenever we recall and edit a quote, we need to see a version number of that quote. I can customise our quote template.
I think I only need an internal name for this requirement.
Or if this is not possible, is there any other way to achieve this?

2

Hi @NicoNicoNii,

Thanks for reaching out to the Community!

I would like to invite some members of our community who may offer valuable insights.— hey @HubDoPete, @MichaelMa, @evaldas - Could you share your advice with @NicoNicoNii ?

Thanks for taking a look!

Diana

3

Hey @NicoNicoNii,

To my knowledge, HubSpot does not currently offer a built-in property specifically for tracking quote revision numbers.

Regards,

Kosala

4

Hi @NicoNicoNii,

As @kosalaindrasiri mentioned, there currently aren’t any properties available for quote revision.

There is a quote object property called “hs_quote_version” but there is not much documentation out there and I am not entirely sure whether it actually does anything.

Since a quote is tied to a deal, you could try tracking revisions on the deal instead with some custom properties, such as:

  • Quote Revision Number
  • Last Quote Status (i.e. “Recalled”)
  • Quote Revision Notes

This option would require cloning the quote and updating the name with the new version (i.e. “ACME Proposal - v2”). Then you would need to update the custom properties on that new Deal.

The process could be a bit tedious, though you could also look into automating it (might require Ops Hub) - assuming this would work for your use case.