Clone Quotes

AlexHodgson

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
Status updated to: Being Reviewed
Dec 2, 2020

Hey folks - my name is Ethan and I'm the Product Manager responsible for Quotes and the Product Library at HubSpot. I wanted to let you know that while I can't provide a concrete estimate for timing yet, cloning quotes is top of mind for us. I'll update you as we get closer to building it.

Status updated to: Being Reviewed
May 18, 2020

46 Replies
AaronM
Participant

Agree with anna-ins completely.  What really needed please are templates for the body, the products and for the Terms.

Johannes1991
Member

Completely agree that duplicating old quotes for common, quick turnaround stuff would be so useful.

Copying a full quote from customer A and using it for Customer B, regardless fo contact people, company, date etc, would be a huge timesaver.

LWoody
Member

Agreed!  Was just researching this.  It would be ideal if the Actions button that offers "Edit" and "Delete", also had "Clone" or "Duplicate". 

Also, why do quotes not contain all the info from the deal?  An important part of our deals are some custom properties such as Month, Size, etc--and these would be essential to have included on the Quote.

DanielleROTL
Participant | Gold Partner

was hoping to see more engagement with this - we need it for exactly the same reason! are there no other threads regarding this?

MMT
Contributor

This is an essential feature which most CRM's provide as a basic feature for all quoting.  Hubspot seems to be slowing up on all development of Hubspot the last 12 months, unfortunately when users need these features and improvement in the platform more than ever.  

 

Any update? 

MMT
Contributor

Dear Hubspot - "silence is a killer".  Is there any update here?   Thankyou.