Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number.
The reason why I'd like to have that is because hubspot's current quote number format is really long, and not friendly to our customers who need to record these in their procurement systems. Secondly, we currently use Xero to generate quotes, and we'd like to migrate to hubspot instead, and to be able to continue from our current quote sequences. For reference, Xero has this functionality that allows us to format the quote number, and to set the start number of the auto-numbering sequence.
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 featureis noton our roadmap for this quarter (Q3, 2022). We want to expand the customizability of Quotes, but we need to make prioritization decisions against other features.
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 everyidea, 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.
My name is Tori and I am the product manager of our quotes tool. I wanted to provide an update here as we are actively researching improvements to quote reference numbers. Once our research is complete I will be able to provide a better timeline for when this work might be complete.
Thank you all for your input here. We really appreciate it!
It is unfathomable that HubSpot does not have this feature. We just bought a HubSpot subscription and had I known about this limitation I would not have ordered it.
We have had our current quote numbering system in place for 15 years and to change it will create a huge set of problems for us.
Yes, this would be something our client would really like. At the moment, the quote number generated by HS is almost useless for companies who are audited regularly.
Crazy for sure. I found a solution though it's an additional $249. month which was not in the budget I presented when they told me they had quoting software. I didn't expect ever that we would not have sequential quote numbers nor the ability to customize the quote. Mickey Mouse really!
Similar situation here. We include a 3 or 4 digit client code in each quote, the quote number, and sometimes a letter code indicating the version of the quote ... ABC-001-A. It would be best if we could just manually input the quote number we want to use. This is actually more important when we create invoices - we have the Hubspot-Quickbooks integration enabled and we can't use the 'Create Invoice' button in Hubspot because we can't set the invoice number properly (it just adds 1 to the previous invoice in QB and doesn't allow us to set it, so we have to go into QB to change it)
We found an outside solution that addresses all our concerns. Check out Quoter.com
Connects with Hubspot Deals, when the quote is confirmed by an esignature it moves to confirm ed in the deals section for production to start working on the quote. Also allows for invoicing to quickbooks.
I just spent definitely too much time trying to figure out how to configure reference number. I just couldn't believe it's not customizable. This feature is very needed. 2 years passed and still no answer from HubSpot people? Upvoting!
Yes big upvote on this it would make a big difference to our clients. As a further step - being able to customise this reference number then map this to reference numbers in other integrated platforms would be hugely beneficial.