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?

 

44 Replies
FerMaia
Participant

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
Participant | Diamond Partner

HubSpot...

MRafidimaharo
Member

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
Member

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.