Quote Revision Number

[NicoNicoNii]

Hi,

Is there a quote property for revision number?

Whenever we recall and edit a quote, we need to see a version number of that quote. I can customise our quote template.

I think I only need an internal name for this requirement.

Or if this is not possible, is there any other way to achieve this?

[kosalaindrasiri · Accepted solution]

Hey @NicoNicoNii,

To my knowledge, HubSpot does not currently offer a built-in property specifically for tracking quote revision numbers.

Regards,

Kosala

[evaldas · Accepted solution]

Hi @NicoNicoNii,

As @kosalaindrasiri mentioned, there currently aren't any properties available for quote revision. 

There is a quote object property called "hs_quote_version" but there is not much documentation out there and I am not entirely sure whether it actually does anything. 

Since a  quote is tied to a deal, you could try tracking revisions on the deal instead with some custom properties, such as:

• Quote Revision Number
• Last Quote Status (i.e. "Recalled")
• Quote Revision Notes

This option would require cloning the quote and updating the name with the new version (i.e. "ACME Proposal - v2"). Then you would need to update the custom properties on that new Deal.

The process could be a bit tedious, though you could also look into automating it (might require Ops Hub) - assuming this would work for your use case. 

[kosalaindrasiri · Accepted solution]

Hey @NicoNicoNii,

To my knowledge, HubSpot does not currently offer a built-in property specifically for tracking quote revision numbers.

Regards,

Kosala

[DianaGomez]

Hi @NicoNicoNii,

Thanks for reaching out to the Community!

I would like to invite some members of our community who may offer valuable insights.— hey @HubDoPete, @MichaelMa, @evaldas  - Could you share your advice with @NicoNicoNii ?

Thanks for taking a look!

Diana