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MarwanDajani
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Does creating a quote through custom code not work?

resolver

Here is my process and end goal:

  • I have a deal expiring
  • I auto-create a renewal deal and assign it to the correct user
  • I want to create a quote that is in draft stage and associate it with the new deal.
  • I use custom code to create the new quote
  • following the API documentation, I was able to create a quote
  • I was able to associate it to the deal
  • I was NOT able to associate a quote template. Figured it might be my custom template, so I created a new custom template and used the proper endpoint as in the documentation

 

/crm/v3/objects/quote/{QUOTE_ID}/associations/quote_template/{QUOTE_TEMPLATE_ID}/quote_to_quote_template​

 

  • I get a response saying success, but when I open a quote, the quote template is not associated
  • Same thing when I try to associate a product/line item.

Is the documentation wrong? Am I doing something wrong? Happy to share my code if needed.

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Teun
Solução
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Especialista reconhecido(a) | Parceiro Elite

Does creating a quote through custom code not work?

resolver

Hi @MarwanDajani ,

 

I created a 10 minute video showing my workflow. Hope it helps!

 

https://www.linkedin.com/posts/teun-rutten-500a2b90_hubspotdevelopertipsandtricks-hubspottipsandtric...



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Teun
Solução
Especialista reconhecido(a) | Parceiro Elite
Especialista reconhecido(a) | Parceiro Elite

Does creating a quote through custom code not work?

resolver

Hi @MarwanDajani ,

 

I created a 10 minute video showing my workflow. Hope it helps!

 

https://www.linkedin.com/posts/teun-rutten-500a2b90_hubspotdevelopertipsandtricks-hubspottipsandtric...



Learn more about HubSpot by following me on LinkedIn or YouTube

Did my answer solve your issue? Help the community by marking it as the solution.


Teun
Especialista reconhecido(a) | Parceiro Elite
Especialista reconhecido(a) | Parceiro Elite

Does creating a quote through custom code not work?

resolver

Hi @MarwanDajani ,

 

You won't believe this, but I build exactly the same functionality last week.

Can you share your code so I can compare it to my workflows?



Learn more about HubSpot by following me on LinkedIn or YouTube

Did my answer solve your issue? Help the community by marking it as the solution.


TitiCuisset
Gerente da Comunidade
Gerente da Comunidade

Does creating a quote through custom code not work?

resolver

Hi @MarwanDajani 

 

Thank you for reaching out.

 

I want to tag some of our experts here - @LMeert @klloyd__1 @Teun do you have any thoughts for @MarwanDajani on this? 

 

Thank you!

Best

Tiphaine


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