Cloning a Deal

[cfleishman]

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! 

[Melvmars]

Replying to show that customers still want this function - my whole company is consistently making ~300+ deals in a week and has an increased need to duplicate/clone deals to save us time. I know there are 3rd party tools, but it seems that we should have the functionality in our package with HubSpot directly and not have to vet and source a 3rd party tool.

[JRobb1]

6 months ago I replied to this thread - our company still needs this feature. 

[ArnaudA]

Would love to have this feature too! Also needed for several customers.

[AWilliamson5]

This would be incredibly helpful for my team's workflow. Very often where we want things like lead source and other details to stay consistent on expansion deals, and havign to create a new deal from scratch seems like a wasted opportunity to speed things up.

[NNovick]

upvoted.  It would be great to clone a deal within a company or contact and also within others.  we have RFQs that go out to multiple customers and currently have to reproduce them for each customer.  very time consuming

[BenjiP]

Quoter fixes this and integrates with HubSpot. Easy to set up by yourself and the functionality, reporting, and integration is very high quality. HubSpot has made it clear they have no intentions in making the quoting tool useable and it is just a thing they tacked on to add to their "features".


here: https://get.quoter.com/gho37fhapmpg

[vanessahunt]

I added a reply here in July 2020 (repeated below) and am a little surprised it's still not available natively in HubSpot for our clients. I appreciate there are add-ons, but looks like there are many clients with the same need. Please please HubSpot, can't we have a new Action for this? 🙏🏻

>>>

I'm looking for similar Clone functionality as you have in Salesforce too. This is a pretty common requirement in any CRM.

I'd like to be able to duplicate a Deal and at the same time select whether I wish to copy the Products attached to it too. In Salesforce you have a 'Clone with Products' and a 'Clone without Products' to achieve this. It would be great to have this capability in HubSpot too of course.

[PHURLEY]

our company still requires this feature.  Please respond Hubspot!

[bsjut]

+1

[MPasanen]

It would be great to be able to clone a deal, especially when managing renewals

[SWoodman]

Can not believe this is still not a feature! Please make it possible, Hubspot.

[VitaliyH]

I would recommend  CloneNer application. Pretty handy. 

[HSpotter2412]

We should not have to pay for a 3rd party app just to get a basic feature that is availabile in all other CRM's. This is insane. 

[PHURLEY]

agree HSpotter2412.......thank you!

[RFogliani]

Yes, as it is currently designed, you can only enter a single deal. If you want to forecast a repeat deal every quarter, you have to enter everything manually, which is a significant waste of time. Paying for this kind of feature is, in my opinion, unreasonable.
I expect HubSpot to add this feature as part of the standard offering.

[PHURLEY]

Yes. I agree. It's basic functionality and should be there.

[HSpotter2412]

+1

[cecilia-thespot]

Here is a highly voted (votes artificially inflated by, of course, a HubSpot "techincal error" lol) thread asking the same question: https://community.hubspot.com/t5/HubSpot-Ideas/Cloning-a-Deal/idi-p/28845

It is "not currently planned."

It it helpful to comment and upvote on as many threads as possible to emphasize the importance of the need of the feature discussed, so please copy your comment and add an upvote there as well! 

[HSpotter2412]

+1

[HSpotter2412]

commenting again for HubSpot's attention to this.