Clone existing quotes

SOLVE
Neiltc
Member

I have not seen any update to the topic of cloning quotes. So much of what we do requires the same quote to be used over and over so cloning of the original quote would save a tremendous amount of time

1 Accepted solution

Accepted Solutions
StefaniUAT
Solution
Key Advisor

@Neiltc @GerryBaron 

I can't see what HubSpot paid subscriptions you have. However, if you have Sales Hub Pro, CMS Hub Pro, Marketing Hub Pro, or Enterprise, and a human who can do basic HTML… There is a beta out right now that allows for custom quotes including personalized tokens. I have very, very basic HTML knowledge and was able to create a custom template in an hour or two that can be used over and over again. If you have one of the aforementioned paid subscriptions, you can request the beta here. To read more about the custom quotes, you can read here. However, I am more of a figure-it-out-as-you-go person and was just gated access and created it.

 

Feel free to let me know if I can be of any further assistance.

View solution in original post

4 Replies 4
TiphaineCuisset
Community Manager

Hi @Neiltc 

 

Thank you for reaching out. 

 

I'd recommend upvoting this idea and also subscribing to it (Options > Subscribe). The idea is currently being reviewed, and subscribing to it will allow you to receive a notification for any update on this!

 

Best, 

Tiphaine


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0 Upvotes
GerryBaron
Participant

Any updates on the cloning of existing quotes?  It's annoying to have to re-enter everything from scratch when a customer asks me to present pricing options.

 

StefaniUAT
Solution
Key Advisor

@Neiltc @GerryBaron 

I can't see what HubSpot paid subscriptions you have. However, if you have Sales Hub Pro, CMS Hub Pro, Marketing Hub Pro, or Enterprise, and a human who can do basic HTML… There is a beta out right now that allows for custom quotes including personalized tokens. I have very, very basic HTML knowledge and was able to create a custom template in an hour or two that can be used over and over again. If you have one of the aforementioned paid subscriptions, you can request the beta here. To read more about the custom quotes, you can read here. However, I am more of a figure-it-out-as-you-go person and was just gated access and created it.

 

Feel free to let me know if I can be of any further assistance.

View solution in original post

GordonNZ
Participant

Totally annoying! Let's make it happen! 😁

0 Upvotes