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infiniteloop
Contributor

Order Form to Quote to QBO?

Our company has a three-step process:

 

  • Client submits through Hubspot form (for quote request)
  • We create a quote through Hubspot
  • Once the quote is approved by the client and the PO issued, we generate an invoice in Quickbooks Online

Now in which part in this process can we automate from Hubspot form to quote generation and Quickbooks invoice generation?

 

Would love to know what worked for you and your company. And who can we work with to get this completed?

 

Thanks in advance!

0 Upvotes
3 Replies 3
infiniteloop
Contributor

Order Form to Quote to QBO?

Thanks, Olivia!

We haven't looked into Zapier yet but would love to know if your colleagues can come up with a custom solution.

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Olivia_Bagnall
Guide | Platinum Partner
Guide | Platinum Partner

Order Form to Quote to QBO?

@infiniteloop Would be happy to look into both for you. Dm'd you



Olivia Bagnall

Inbound Consultant and Project Manager

Baskey

o.bagnall@baskey.eu
www.baskey.eu
Rheingasse 14, 50676 Köln
0 Upvotes
Olivia_Bagnall
Guide | Platinum Partner
Guide | Platinum Partner

Order Form to Quote to QBO?

@infiniteloop A utomaticaly creating quotes in HubSpot is not possible at this time but it is in planning by the product team! You can follow the updates by liking this thread https://community.hubspot.com/t5/HubSpot-Ideas/Using-workflows-to-autocreate-quotes/idi-p/301734

The Quickbooks intergration here allows you to easily create invoices from HS quotes in a couple of clicks but it does need to be manual https://knowledge.hubspot.com/integrations/use-hubspots-integration-with-quickbooks#create-invoices

If you are interesed in a custom soution for this problem, I could check with my colleagues to see if it is something that could be built out custom or with Zapier. Are these things you have looked into? 






 

Olivia Bagnall

Inbound Consultant and Project Manager

Baskey

 
 
 
o.bagnall@baskey.eu
www.baskey.eu
Rheingasse 14, 50676 Köln
 
 
 


Olivia Bagnall

Inbound Consultant and Project Manager

Baskey

o.bagnall@baskey.eu
www.baskey.eu
Rheingasse 14, 50676 Köln