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.
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Hello! My name is Hallie, and I'm a Program Manager on our CXM Team. Our product team confirmed that while this isn't currently prioritized on the roadmap, hearing more feedback around where this presents challenges would be helpful. Please continue to leave feedback around use cases and the team will be monitoring these comments. Thanks in advance!
Saw your note pointing out that this isn't prioritized in the roadmap.
This is a feature that my service based business (heavy users of the quote feature) would use regularly. The most common use case is where our customers return for repeat service, the exact same as last time, but without it technically being a subscription.
Simply being able to, from the new deal, pull in a copy of the line items from a previous quote would be simple and effective here.
We are restructuring the way we do deals, which means I need to update all open deals in the pipeline. This involves uncoupling quotes from one deal into two, but the quotes have already been shared with customers. I don't want to have to recreate these and lose that original document. This is really critical for iteratability in our HubSpot environment. Hope this is helpful.
So you can clone a quote that's part of a deal, but the clone is not associated with the same deal or ANY deal for that matter? That makes the clone feature less functional for me. It would be super helpful to go back and associate an unassociated quote to a deal. Please prioritize.
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