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
ClaireRaymond
Contributor | Diamond Partner

This is such a pain - any update on this functionality??

SHalligan9
Member

Adding an upvote for this again. I cannot belive that this has not been fixed. 

SMaterazziEW
Member

Unbelievable... So, it's not yet fixed? Please add it

Titanium
Participant

Still trying to get a handle on quotes, deals, invoices, etc.

I created a deal and quote a while ago and needed to create a similar quote and deal today. I cloned the quote but then realized that the new quote was assotiated with an old deal. No problem - I thought. I'll just create a new deal and add the quote. Nope. Learned today that you can't make a quote out of order. You need to make the deal first. What? Why can't I simply add an exisiting quote to a new deal?

 

Please let us add quotes to deals.

CSM
Participant

Hmm.... The Bot says we can do this...         I had a glimmer of hope...     Can't believe this is still not possible after a few years of comments.    Seems like a simple database association.....

 

CSM_0-1739221951173.png

 

FSommer
Participant

Is there an update?

yhasson
Member

Oui très utile, nous avons également le même besoin.

Lors de renouvellement de contrat annuel, nous devons créer une nouvelle transaction et créer un devis assez similaire à celui du renouvellement de contrat de l'année N-1. Mais à ce jour impossible de cloner un devis et l'attribuer à une autre transaction, ce qui génère de la perte de temps.

Merci 🙂