HubSpot Ideas

Rangrachel

Associate existing quote to a different deal

Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has been published. Unfortunately, there isn't a way to change the association of Quote A to Deal A at this time and quotes would have to be manually created again. 

 

 

87 Replies
SCurtin
Member

WE need this functionality also please.

Tlangholm
Member

We would need this feature aswell.


We can associate a deal and a quote with a lead. Maybe the collaboration will fall through, but then months later the dialogue can return. In that case, we have placed the first deal in LOST, which makes us create a new deal for that company, because the Data otherwise would be messed up since we only move deals in a "one-way" traffic 🙂  

EFuhrmann
Member

It would be very very helpful to transfer an existing quote from one deal to another deal. For example, if the quote has the wrong connection or if a deal is split afterwards (if a customer only orders one part and the second part later). So you have to recreate the existing quote each time and it costs a lot of time or it remains in the wrong deal sometimes but falsifies the piplelines.

CSM
Participant

I have an existing quote, not associated with any deal.  I just want to add it to a deal.     Can't see how this can be done, and hard to believe that it is not possible.

MLategano
Participant

I am a new HubSpot user and this feature would be extremely helpful! We have a couple Quotes that were created when we first started using Hubspot and there has been duplication of Deals/Quotes that can't be merged into one deal!

Mandelyn
Participant

This happens from time to time in our organization also. Would be a great new feature. 

CNeira
Participant

Is there any update on this?  cloning quotes and adjusting their deal association is an essential feature

YTran2
Member

This is very much needed. It allows us to create quote templates, which will improve our efficiency. 

STinholt-Chiz
Member

I agree this would be a great feature 

04243
Member

Please implement this functionality. This is a very essential and basic quoting feature.

Kim4
Member

The possibility to move quotes from one deal to another would be such a game changer for me too ! 

InnoVites
Participant

+1 also need this

EnriqueL
Member

Yes, we need this badly especially when we're cloning quotes and need to associate it to a different client or deal.

FKarlsson
Participant | Partner

I would like to see this update. +1

VPoey-Lafrance
Member

Hello Hubspot, 

Any news about this feature ? 

It is a much-needed feature !

ThomasGuns
Contributor

I also need this for a client 90% of the time they make the same 2 quotes... It's a joke this is taking so long to have this feature. 

ALuong
Participant

+1

 

It's been over 3 years. This is so needed.

RAnderson65
Member

Going on 4 years without this update! Please help us out HubSpot. There are so many applications for this request. Quote cloning would be great too!

Strumdrum
Participant

This is a much needed fix. I say fix becuase I genuinley think this was an oversight by the devs. You can change association for other objects in HubSpot, why overlook the quote object? Quotes get accidentally added to the wrong deal often in our company. Training and good practice can only go so far...mistakes will eventually happen and I need to be able to correct them when they do. 

SealaB
HubSpot Employee

+1 for customer need