CMS Development

NicoNicoNii
Member

Quote Revision Number

SOLVE

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?

0 Upvotes
2 Accepted solutions
kosalaindrasiri
Solution
Top Contributor | Partner
Top Contributor | Partner

Quote Revision Number

SOLVE

Hey @NicoNicoNii,

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

 

Regards,

Kosala

Kosala Indrasiri

CEO

Sanmark Solutions
Linkedin
Kosala Indrasiri
emailAddress
kosala@thesanmark.com
website
www.sanmarksolutions.com
linkedinwhatsapp
Book a Consultation

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evaldas
Solution
Key Advisor | Platinum Partner
Key Advisor | Platinum Partner

Quote Revision Number

SOLVE

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. 

✔️ Did this post help answer your query? Help the community by marking it as a solution.

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3 Replies 3
evaldas
Solution
Key Advisor | Platinum Partner
Key Advisor | Platinum Partner

Quote Revision Number

SOLVE

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. 

✔️ Did this post help answer your query? Help the community by marking it as a solution.

kosalaindrasiri
Solution
Top Contributor | Partner
Top Contributor | Partner

Quote Revision Number

SOLVE

Hey @NicoNicoNii,

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

 

Regards,

Kosala

Kosala Indrasiri

CEO

Sanmark Solutions
Linkedin
Kosala Indrasiri
emailAddress
kosala@thesanmark.com
website
www.sanmarksolutions.com
linkedinwhatsapp
Book a Consultation

Did my post help answer your question? Mark this as a solution.

DianaGomez
Community Manager
Community Manager

Quote Revision Number

SOLVE

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


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