HubSpot Ideas

VDangeard

Multiple quote transformation

We have specific invoicing periods.
So it might be interesting to be able to select several quotes at once and turn them into draft invoices.

0 Upvotes
4 Replies
HubDoPete
Guide | Gold Partner

Hi Virginie

When a HubSpot quote is published, the deal is updated to match that quote. so:

  • Are you referring to converting multiple quotes on different deals, into invoices on those deals?
  • Or are these multiple quotes on the same deal, to become multiple invoices on the same deal, with differing invoicing periods?

Please provide more details as an example

best

Pete

VDangeard
Member
Hi Pete,

It's a matter of converting several quotes from different businesses into
draft invoices.

We have 3 invoicing sessions a year, so we convert our quotes into invoices
at the same time,
The idea would be to select the quotes for the corresponding transactions
all at once, convert them into draft invoices, and then simply revise the
invoices.

HubDoPete
Guide | Gold Partner

Hi Virgine,

Gotcha. 

This might be too niche to become a core HubSpot feature but today I'd recommend using Quote-based workflows and a custom-coded action (if you have Operations Hub) to copy those quotes into invoices.

Is that worth exploring?

best

Pete

VDangeard
Member
Hi Pete,

Thanks, we'll have a look!