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

52 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 | Diamond 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.

riccardocycland
Member

It happens that we create a very similar quote for a different client.

That means taht we may have same quote for a different deal. But if I clone a quote it is by default associated to the existing deal. I need to be able to change deal association

DeskMaka
Participant

in our line of work, our sales team usually has to make the same quote for different clients.

i think it would be a real time saver to have the ability to copy/paste the same content from a deal to another. 

or it could be a "meet me in the middle"  having the quotes "premade" with specific entries that are editable, to same tons of hours during the week and use that same time to close even more deals 

thank you for your attention 

Lilliput00
Member

Second this. Our sales reps are raising tens of quotes a day, and having moved from a different quoting engine to HubSpot, they are all unimpressed with this limitation. It adds friction to their process. Please implement asap.

Thanks,

L

MWendland
Member

Cloning Quotes for recurent buisness to different ( or new ) deals would be a time saver! 

Would be great if you could add that function 

philhowie
Member

+1 for cloning quotes and assigning or choosing a new deal to link it to! 

NicoleJ
Member

On behalf of a customer who wishes to be able to create a quote to associate with a new deal from a cloned version would be very helpful.