We get quotes from our distributor with 60-100 SKUs / line items. I can't figure out a simple and quick way to import or turn these into quotes within hubspot. We love how simple everything else is but if we can't quote our customers in a timely fashion it puts us in a bad spot.
This shouldn't have to be upvoted to get done. The data we're asking to be transferred is essential. This solution should already be in HubSpot's pipeline.
We also need this. Presently, our team uses Acctivate (acctivate.com) to manage our inventory and to generate quotes. There's no integration available for Acctivate, so the best I can do is to export them to a spreadsheet, which I would like to then upload to HubSpot on a regular basis. (Yeah, I would love to move to a better IMS, but our finance department uses Quickbooks, and Acctivate is integrated with QB, so that's not a fight I'm going to win.)
This should be easy to do HubSpot; we should be able to map the fields to the relevant quote properties in HubSpot so we can then automate followup and tracking.
Another vote for this - HS is so good at managing imports and mapping fields elsewhere so I can't understand why we can't import the line items from an Excel. Each of our line items is for a bespoke configuration and so has to be generated elsewhere but the output is a standard excel that could easily be mapped to columns in a quote. Seems like a glaring oversight.
Is there a way to get an update on the possibility that HubSpot will create the option to import a CSV and then be able to map the fields to the relevant quote properties in HubSpot?
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