Cloning a Deal

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

 

Update from @JoeMayallDue to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of June 10th, 2020, we estimate this thread has around 500 upvotes. I'll continue to update this count as the thread receives upvotes."

HubSpot updates
Aug 6, 2020

Hello HubSpot community, 


Thank you for your continued input on this idea. As I mentioned in a previous post, saving reps time is squarely in the realm of things we are thinking about on the HubSpot Product Team. 

To help us continue to deliver a product that helps your business grow better, could you answer this 3 question (only 1 required) survey about your detailed needs for cloning deals? 

Thank you in advance! 

changed to: Not Currently Planned
Jun 11, 2020

Hi HubSpot Community,

 

I'm updating the status of this thread to reflect Dylan's comment.

 

Best,

Joe

Ideas Forum Manager

 

 

Jun 11, 2020

Hello HubSpot community, Smiley Happy 

Thank you all for your continued input on this idea. I'm a product manager on our CRM team and wanted to provide you all with a status update here as the status of this issue is a bit complicated.

For starters, @JoeMayall recently made an update to the core idea. There was a technical error on our end that increased the number of votes on this issue by about 300.

When it comes to cloning deals, we hear you! We've been steadily looking into all of the context provided here and its clear there is product pain in a few areas.

Recurring revenue - the ability for HubSpot to support a recurring revenue model can be painful due to the fact that deals need to be re-created month over month, or quarter over quarter.

Saving reps time - sometimes deals are created that are very similar to a previous deal and the rep creating the deal wants to use the same data. Re-typing this data is inefficient.

Regarding recurring revenue: We're currently working on several aspects of the product that will help recurring revenue models. This includes invoices, reports, and even forecasting.

Regarding saving reps time: Our entire product is shaped to help you grow better. When reps are doing duplicative tasks, this slows you down and hurts growth. However, different businesses have different needs around "cloning". Some want just the deal name, others want the same deal amount, others want to copy the entire contents of the deal (including activities and emails), some want the deal to be included in the same reports as other deals. Since there are such vast requirements amongst our user base - this would inherently create the need for "settings" to allow admins to choose exactly how a deal cloning would work.

Both of these things are goals that we have our eye on. The problems that are expressed here are likely to be solved in many ways. There is not a "clone deal" silver bullet. We plan on working continually towards solving all of this pain, every day. However, at this time we do not have immediate plans to build or launch a "clone deal" button and have our energy focused on solving other problems that help our customers grow better.

Mar 16, 2020

Hello HubSpot community, 

When combing through this idea, there are 2 main themes. One of them is to clone the contents of one deal to create another, the second is to merge two existing deals together. 

For those interested in merging two existing deals together, I'm excited to let you know that we've heard your feedback and have launched the ability to merge deals. Here is a Knowledge Base article that describes this new functionality in more detail.

294 Replies
Regular Contributor

We import a number of our deals into HBS from a spreadsheet that has been created from a different system. The link is the Contact email address. 

New Contributor

we want the clone quote option as well for both renewals and monthly service offerings.  It is time consuming and not very cost efficient to offer a monthly service I can't easily process and clone each month. Today we create each one manually.

Visitor

If we had a custom property in HubSpot called subscriptions that would automate invoice and payment creation based on a cycle and associate all invoices to this subscription. So in Hubspot you would have a subscription section with a list of all invoices so you can run reports on sales etc. 

 

Let me know if this makes sense 

Occasional Contributor | Diamond Partner
Occasional Contributor | Diamond Partner

If you have access to calculated fields, you could create a number field that displays the rep's commission based on a percentage of the deal amount. You're able to set conditions on the field which could help if you're comp structure varies across reps. 

 

In this approach, you'd also be able to create roll-up reports if that would be helpful. 

New Contributor

This is needed. We do very similar deals all the time, with a LOT of details associated. It would be great to clone them and update the relevant areas. 

Occasional Contributor

This is such an important thing for us as well.

We need to clone a deal because we are currently two Pipelines and we need to have the same deal in each one of them.
We need to give our sales reps the ability to clone a deal so they can copy the information, timeline and etc. to the next pipeline.

I hope Hubspot's development team work on this idea to help 500 users (upvoting so far).

Regular Contributor

@Breno you could achieve this using a workflow based upon populating a custom property with a value, this would copy the deal to the other pipeline with all relevant information that you wish to copy. The only thing that will not copy is Products unfortunately.

HubSpot Moderator
HubSpot Moderator

Hello HubSpot community, 


Thank you for your continued input on this idea. As I mentioned in a previous post, saving reps time is squarely in the realm of things we are thinking about on the HubSpot Product Team. 

To help us continue to deliver a product that helps your business grow better, could you answer this 3 question (only 1 required) survey about your detailed needs for cloning deals? 

Thank you in advance! 

Regular Contributor

THANK YOU @Dylan !!!

New Contributor

thank you @Dylan, survey submitted.

to all on this thread submit your survey responses as well.

 

could you answer this 3 question (only 1 required) survey about your detailed needs for cloning deals? 

 

 

Occasional Contributor

@Dylan

Submitted.  

New Contributor | Platinum Partner
New Contributor | Platinum Partner

Submitted too

Visitor

As Hubspot gets more and more functionality and complexity - clone becomes a HUGE time-saver especially as an initial large long deal when it comes to contracts often starts breaking down into small 3 month chunks - certainly with the big clients we work with in financial services

New Contributor

 

It baffles me that such a basic feature with a big support base still isn't being implemented! Whether you have several similar deals associated with one company, or a recurring deal, or a deal setup that is identical accross companies, all of these require the manual reentry of all data, or some unnecessary workflow workaround. Time-consuming and frustrating to say the least.