Revising the quote creation steps

CRM & Sales Tips, Tricks & Best Practices
1

Is there a way to change around the quote creation steps?

We’d like the Template and Details to be before Line Items are entered.

2

Hey @dsuchy

Unfortunately, HubSpot does not allow customization of the order of steps in the quote creation process. The steps are predefined and follow a specific sequence kindly follow the steps mentioned here HubSpot Knowledge Base on Creating Quotes .

3

Hi @dsuchy,

No, this process cannot be changed. You can however request more flexibility around this by submitting a request to the HubSpot Ideas section of the community.

Best regards!