HubSpot Ideas


Clone Quotes

We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote.


We'd like to suggest:

- Ability to clone a quote to a new quote draft

- Draft opens at beginnig of workflow but with all fields fillled in as per previous version.

- Version codes could even be automated.


We understand why the original quote can't be edited, but a clone function would help alleviatea fairly thankless repetitive task, which is, after all, what Hubspot is all about!

63 Replies

Deployed the "Overview" tab but nothing on clone quote yet... I know which one is certainly more helpful in sales... 

HubSpot Employee

It looks like this feature is now available





@jruocco isnt this just the old button that is 'Clone' quote but for the same deal?