We have set up a workflow for our quoting and invoicing where it is possible to have multiple quotes associated with a deal. The selected quote is then converted to an invoice. The line items that are associated with the deal are not automatically updated to match the line items that are present in the invoice. The line items reflect whichever quotes was created most recently.
Is there any solution for this? I would like to have the line items associated with the deal match the line items associated with the issued invoice.
This is not going to happen with OOTB functionality in HubSpot, other than potentially using a custom-coded workflow to pull the line items from the quote. Do you have Ops Hub Pro or Ent?
It sounds like your workflow allows multiple quotes per deal, but once a quote is converted to an invoice, the line items on the deal aren’t automatically syncing with the final invoice line items. To address this, you may want to explore automation options that update deal line items based on the finalized invoice, rather than the most recent quote.
Some platforms offer customization through workflows or API calls that could synchronize line items when an invoice is issued. Let me know if you need specific platform guidance!