HubSpot Ideas

AlexHodgson

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
Idea Submitted
June 03, 2025 07:49 AM

Hi everyone!

This idea's status has changed from ‘Being Reviewed’ to ‘Idea Submitted’. This change is due to our improvement project to update our Ideas Forum statuses in order to provide better transparency into how we are listening to your feedback.

 

“Idea Submitted” means that our product teams are aware of this feedback and are monitoring the need for this feature alongside other inputs that determine their priorities & roadmap.

 

For more details about the statuses we use on the Ideas Forum & what they mean, you can read this community post here.

Being Reviewed
May 30, 2024 05:55 AM

Hi all!

My name is Nicoline and I am the new PM who manages Quotes. It sounds like there are a few requests here that I want to provide updates for.

1) Being able to edit a quote once it's published (i.e. a customer asks for an edit) --> This is available under Actions > Recall & edit. You can edit and publish the quote (the URL will stay the same). 

2) Being able to clone a quote once it's published --> This is available under Actions > Clone. You can create an entirely new quote based on the pre-existing quote. 

3) Clone a quote and associate a new deal --> This is not available and is not something that is currently on our roadmap, but the feedback is helpful as we consider the future of quotes and the relationship between quotes and deals. 

Please let me know if you have any questions about this. 

August 30, 2022 12:16 PM

Hey folks - Ethan here, product manager for the Product Library and Quotes. Apologies for the missed quarter of updates. I want to let you know that this feature is not on our roadmap for this quarter (Q3, 2022). It is possible to clone quotes on the same deal, but we don't yet support cloning quotes and adjusting their deal association. We've made some progress towards it, but we won't be able to finish in Q3. I'll let you know how things look for Q4 in october.

 

As a sidenote, I'll be updating the top Ideas associated with Products and Line Items ~once per quarter going forward. I will include (1) whether or not a feature is on the roadmap for that quarter or not and (2) what our rollout plan for that feature is (e.g. will there be a beta or not). If you have feedback about additional information I could include in these updates, drop a note here. If I see a theme, I'll adjust my updates to address that.

 

I won't be doing this for every idea, but most ideas above 100 kudos will get this treatment. Previously, I had been trying to do it for ideas greater than 25 upvotes, but unfortunately the volume is too high to be practical.

Being Reviewed
December 02, 2020 12:52 PM

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.

Being Reviewed
May 18, 2020 11:50 AM

84 Replies
JFinn4
Member
That's exactly what I was thinking of. I just don't understand why this was not possible from the beginning....
HybitHi
Participant

It appears there is now Basic Record Cloning [Beta]:

https://app.hubspot.com/product-updates/49447764/in-beta/?via=hubspottips0054&rollout=216899 

 

I expect this should solve all most of this issue?

Southern
Participant

We have been chasing the abilty to clone a quote across different clients for about 6 years now. Extremely poor performace from Hubspot in this regard.

I have multiple clients requesting quotes for the same package of work, to have to create multiple quotes of exactly the same items and pricing is backwards. 

CNeira
Participant

@HybitHiit seems that quotes can´t still be copy from one deal to another but with the Basic Record Cloning feature is possible to copy a deal and add the existan line items by selecting the checkbox "Clone line items from the existing record to this one.this new feature could shorten the process of duplicating a quote to a new deal because you don't have to manualy add the line items to the Quote, however is not a direct solution and is not going to work to clone an existing quote to an existing deal.