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!

HubSpot updates
12 Replies
S2Phil
New Member

It would be really helpful to sales and account managers if a quote could be cloned/duplicated.

 

There are two reasons for this:

 

1) When creating a quote there are options to set the expiry for 30 days, 60 days etc so these options are frequently used.

 

It is also preferable to setting a shorter deadline for quote expiration as it helps to focus the customer on a timescale for placing an order.

 

If the deal then does not close within 30 days the customer can no longer access the link to the quotation.

 

The only option then is to create a brand new quote with all of the same details, as there is no way to extend or clone the existing quote.

 

2) It is often desirable to create separate quotes with different combinations of products for the customer. However, as many of the details are the same between quotes, being able to use an existing quote as a template when creating a new one would be a big timesaver.

jasonparkinson New Contributor | Gold Partner
New Contributor | Gold Partner

Yes. If we publish a quote, and the customer needs one minor change (like a date or a spelling thing) there is no way to copy the quote to quickly edit and resend. I'm stuck creating an entirely new quote.