Condition the creation of a quote on the completion of a property field

[DBoussagol]

My pipeline consists of several stages:

• Discovery

• Review > Detailed legal and technical review during the pre-sale phase

• Proposal > Quote sent

• Validated Quote > Written confirmation received

• Closed Won

I would like to prevent the creation of a quote during the "Discovery" and "Review" stages if certain fields have not been filled out. These fields cannot be mandatory as soon as the process enters the "Review" stage. However, they should be required before a quote can be created. The creation of a quote automatically moves the transaction to the "Proposal" stage.

From a commercial process perspective, I cannot add an additional step to my sales pipeline.

Additionally, these fields cannot be mandatory at the start of the "Review" stage. How can this be managed?

[ConorJeffers]

You could do this quote hapily which is a HubSpot app. You would set up a rule that would block reps from making quotes if a specific field isn't populated, or you could use the Prompt User feature to make the rep fill out that field during the quoting process. 

https://quote.hapily.com/solutions/rules-engine

[karstenkoehler · Accepted solution]

Hi @DBoussagol,

This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Limit-the-creation-of-new-quotes-to-certain-deal-stag...

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

As far as workarounds go, quote approvals would currently be the closest to what you're looking for: https://knowledge.hubspot.com/quotes/use-quotes#request-changes-or-approve-a-quote-sales-hub-enterpr...

The approver would simply decline the quote if the required fields were not filled out.

Have a great day!