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
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.
Best, Stefani Johnson Defect and Database Administrator University of Advancing Technology uat.edu I Earn Tech Respect
Hi @RPOIROT, Thank you so much for getting in touch!
I suggest giving this idea: Clone Quotes, an upvote and subscribing to it (Options > Subscribe). Our team is currently reviewing it, and by subscribing, you'll receive notifications for any updates on this specific idea!
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.
I would suggest upvoting this idea in the HubSpot Community. The more support, the more attention ideas get. This idea is currently in the "being reviewed" stage and obviously, attention is paid to this idea. I am here for this but there are also basic remedies to work around this with basic knowledge. HubSpot allows for custom modules and templates, with the additional use of personalized tokens, which should alleviate a large portion of this if I am accurate. I am happy to hear your thoughts, needs, desires, and current abilities if custom modules/templates do not work for you or you would like to learn more.
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.
Best, Stefani Johnson Defect and Database Administrator University of Advancing Technology uat.edu I Earn Tech Respect
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!