Does creating a quote through custom code not work?

[MarwanDajani]

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.

[Teun · Accepted solution]

Hi @MarwanDajani ,

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

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

[Teun]

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?

[TiphaineCuisset]

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