HubSpot Ideas

jmoss

Using workflows to autocreate quotes

I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.

HubSpot Updates
August 30, 2022 12:10 PM

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 feature is not on our roadmap for this quarter (Q3, 2022). But, it's still top of mind for us. We've done a the foundational groundwork to make it possible (i.e. you can now create Quotes safely using the API). But, we need to prioritize adding it into Workflows as a separate project. I'll update this thread again in October (i.e. Q4) to let you know where things stand.

 

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 every idea, 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.

November 02, 2020 12:50 PM

Hey folks - when a quote gets autocreated, how would it get sent to the customer and how would you determine who it goes to?

In Planning
November 02, 2020 12:49 PM

Hey folks - my name is Ethan and I'm the Product Manager for Quotes. We're currently exploring this feature. I can't make any promises about it's delivery timeline, but it's on my radar.

129 Replies
DLinares21
Member

Need a way to have a form that can be filled out (tokens) and then they can sign based on their information. Fill out their event details, sign it, and provide payment all together... 

 

Right now we require clients to fill out a form first to allow for autofilling tokens into our quote as a contract. We would like to remove this step, thank you.

Ericsonds
Participant

As a Hubspot official Solution provider, I get this request very frequently with almost all my clients. That's one of the main reasons they end up using other Quoting tools outside Hubspot and then I have to do Zapier or API integrations and it is crazy.

JGROA
Participant

If you are using the original templates from hubspot (original, modern, core) make.com offers a module for quote creation.

 

super easy to use and works like a charm.

 

For my usecase it unfortunatley does not work, as I have build custom templates 😥

 

DDewhirst
Contributor

Really need this functionality. @ethankopit DID promise us an October update! I assumed he meant 2022, but hey...

RMazzucchelli7
Member

@hubspot This is a must-have feature. Automatically generate Quote based on Product lines, quote amount to be sent to the associated contact/associate deal. 

 

From here, when the quote is e-signed, it seamlessly generates an invoice 

 

THANK YOU.

AHackett1
Member

HubSpot Support
To automatically generate a quote when a deal is marked as won in HubSpot, follow these steps:

Access HubSpot Account:

Log in to your HubSpot account.
Navigate to Automation:

In the top navigation bar, click on the settings icon.
From the left sidebar menu, go to Objects > Deals.
Select Pipeline:

Click on the Pipelines tab.
In the Select a pipeline section, choose the pipeline where you want to automate quote generation.
Set Up Automation:

Click on the Automate tab.
If needed, expand the Create workflows from scratch section.
Trigger Action for Won Deals:

In the Trigger actions when a deal moves to a new stage section, click the + icon to add an action when the deal stage is set to "Won".
Add Quote Creation Action:

Set up the action to automatically create a quote. (Note: Ensure the option to create quotes is available based on your subscription level.)
Configure and Save:

Customize any necessary details for the quote creation.
Click Save to finalize and activate the automation.
For more detailed instructions and options, visit the HubSpot Knowledge Base .

Ensure your subscription plan supports this feature, and consult the HubSpot support if additional help is needed.

AHackett1
Member

This is from HubSpot Support Bot - which clearly doesn't work. 


To automatically generate a quote when a deal is marked as won in HubSpot, follow these steps:

1. Access HubSpot Account:

Log in to your HubSpot account.
2. Navigate to Automation:

In the top navigation bar, click on the settings icon.
From the left sidebar menu, go to Objects > Deals.
3. Select Pipeline:

Click on the Pipelines tab.
In the Select a pipeline section, choose the pipeline where you want to automate quote generation.
Set Up Automation:

4. Click on the Automate tab.
If needed, expand the Create workflows from scratch section.
5. Trigger Action for Won Deals:

In the Trigger actions when a deal moves to a new stage section, click the + icon to add an action when the deal stage is set to "Won".
6. Add Quote Creation Action:

Set up the action to automatically create a quote. (Note: Ensure the option to create quotes is available based on your subscription level.)
7. Configure and Save:

Customize any necessary details for the quote creation.
Click Save to finalize and activate the automation.
For more detailed instructions and options, visit the HubSpot Knowledge Base .

Ensure your subscription plan supports this feature, and consult the HubSpot support if additional help is needed.

 

JStocklinger
Member

HubSpot please make this happen, Allow us to create quotes using a deal based workflow, automatic quotes would be a game changer!

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EBergs
Member

Hi @JStocklinger , I actually work for an invoicing software company that allows you to do this sort of thing. It’s called Paycove, and it integrates with HubSpot. You can use it to create custom workflows and generate, send, and manage quotes/invoices. It also integrates with accounting software like Xero, and the payment gateway Stripe.

 

So its purpose is to essentially interconnect all the pieces of managing your business online: the CRM, the accounting software, and the payment component. It can automate quite a bit and make things easier and more streamlined for you.

If this sounds like something you’d be interested in, then feel free to check us out at paycove.io and sign up for a free trial.

 

Here’s a short intro video if you’d like to see more. Link: https://www.youtube.com/watch?v=xQQeMHxcg8c