HubSpot Ideas

Pasqual

Feature to take a cloned quote and associate it with a new deal

I find very handy the feature to clone a quote.

For me is especially useful when you have a similar quote that you need to redo.

 

My problem is that when I need to clone, a quote is not for the same deal. 

Let me try to explain:

1) I create a deal A 

2) Inside deal A, I create a quote QA

3) Deal A is won, and the quote QA is signed. Great.

4) After a while, I create a Deal B similar to Deal A, so I go to Deal A, and I clone QA, and I obtain a QB associated with Deal A.

 

Now I have deal A with quotes -> QA and QB

and I have deal B with no quotes

 

Now I need to be able to associate quote QB with a deal B

 

Is it possible?

 

53 Comentarios
FerMaia
Participante

I REALLY NEED THIS!! Our team has to create alias contact to be able to use generic quotes since we send the same quote to most clients.... it's crazy they don't allow this!

POrlikowski
Participante | Partner nivel Diamond

HubSpot...

MRafidimaharo
Miembro

We also need this feature. It just doesn't make sense that when you create a new quote, you can assign it to any existing deal but when you clone a quote, that option disappears. Please!

RKuntz
Miembro

This is a must have.

 

If the new quote in a new deal is still connected to zhe same company/customer cloning a quote shouldn't be a big problem because adresses and related people may not change.

If you want to reuse a quote in a new deal with a new constumer/company it could be handy to just be able to clone the deal with all the articels.

KBossen
Miembro

Update or News? 🙂

EFuhrmann
Miembro

In the meantime, would it be so great to retrospectively assign an existing quote to another deal or copy a quote into another deal?

It's so time consuming to always have to create a completely new quote, when you could create an almost similar quote by copying an existing quote into a new deal.
This is completely missing from Hubspot so far, or is it actually a no-go. Please create this important function as soon as possible.
It would save a lot of time.

DStolz
Miembro

I have to agree with EFuhrmann's comment. This missing function, which should actually be a matter of course, annoys me every time. I often have to create several quotes for customers and start from the beginning again and again. It takes a lot of time and is simply annoying. Please add this function of copying or transferring for further processing of a new quotation as soon as possible. Thank you very much!

Translated with DeepL.com (free version)

DStolz
Miembro

I have to agree with EFuhrmann's comment. This missing function, which should actually be a matter of course, annoys me every time. I often have to create several quotes for customers and start from the beginning again and again. It takes a lot of time and is simply annoying. Please add this function of copying or transferring for further processing of a new quotation as soon as possible. Thank you very much!

 

DStolz
Miembro

I have to agree with EFuhrmann's comment. This missing function, which should actually be a matter of course, annoys me every time. I often have to create several quotes for customers and start from the beginning again and again. It takes a lot of time and is simply annoying. Please add this function immediately.

VPoey-Lafrance
Miembro

Update ? 

OlmosTellez
Miembro

I vote yes too

 

JJaeger
Miembro

URGENT! Assigning an existing quote to another deal and copy/clone a quote from one deal and assign it to another is needed ASAP!

FerMaia
Participante

Come on Hubspot!! We've been urging for this for so long!!! Help us out, it can't be this hard to get this working...