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.
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 featureis noton 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 everyidea, 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.
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.
We need this, too! When the quote gets created (on the basis of the information in the deal, whcih should have both a deal owner and an associated contact), the quote should be emailed to the associated contact with the deal owner as the sender (and with their auto signature in the email).
We are a SaaS business and currently use the typeform plugin to generate an onscreen monthy cuota and then send a text mail followup which is populated with personalization tokens. Clearly hubspot quotes generated via forms/workflows would be infinitely better than this MVP.
I'd suggest that need to be able to pre-define snippets that are included. Also, as we are on a professional plan - so have limited esignatures included - and don't necesarrily want to use a signature for every unqualified Tom, Dick and Harry), including signature or payment fields should be optional.
For this functionality the ability to include price "tariffs" without duplicating products would be great. We sell some things via 3rd party at a special discounted PVP, currently need to duplicate products which complicates things.
This is a major issue that is resolved by other CRMs with similar concepts (deals vs quotes, leads/jobs/opportunities vs estimates, etc.)
We are currently paying for ops professional and if what this thread says is true, we don't get a Node.js capability to generate a quote? Even a blank quote to help get our salespeople started? Here's the issue, according to my staff:
1) You're forcing our employees to enter a deal and then to replicate this same information into a quote
2) This replication is prone to human error and irritation over replicating the same data that was entered in deals or custom objects
3) There are other CRMs that do not require this extra copying, understand that there is a direct mapping between deal information and quotes, and they're much cheaper. My staff are demanding that we we spend significant effort investigating other options for CRM.
Here's the bare minimum that we should be able to do (through Node.js/js or from normal automation in workflows):
1) enter enough data into a deal to generate a quote. We believe we have all of this thanks to custom properties in deals
2) trigger a workflow on a deal entering a certain stage (e.g., Needs estimate, Needs proposal, etc.) or via a custom property on a deal (e.g., "Generate quote") ticked to "Yes". These are all currently available in automation/workflows
3) Build a quote, including the line items, based on information in the deal. Ideally, this would include pulling/using snippets to personalize sections such as comments to buyer, terms and conditions, and maybe the custom line item sections. Honestly, if you just allowed us to set these fields without personalized snippets in a custom code block, that is just as good as we can use javascript or python to build these strings arbitrarily anyway.
4) Email the Deal Owner that a quote for the deal is ready (this should be doable with current automation/workflow capabilities)
So basically, if the status of "We're currently exploring this feature" is still true over 1 year later, it appears that you have all of the functionality to do this except for 3. We just need to build a quote from information within a deal, preferably with personalization so we can stop the human error of copying the data.
This is a must for our business. We are currently using a bunch of third-party workarounds to make this happen. We are a service business with mulitple levels of subscriptions. Here is our use case...
1) Lead completes form on landing page which creates contact & deal
2) Estimator measures service area from Google maps and updates deal property with area value
3) Property update triggers a zap to carry measurement value to our external pricing calculator which then pushes the pricing amounts for each subscription level back into hubspot deal properties
4) This is where we would like to use a workflow to automatically generate and send a quote to the contact(s) associated with the deal. We are currently pushing it back out of hubspot via zapier to send a quote and collect payment
5) Customer accepts quote by selecting their subscription level and is automatically taken to payments. Deal advances to closed won when payment is received
@ethankopit is there any update on this potential feature? It is the one thing holding us back from switching to Hubspot payments (and using the quote functionality). I would be happy to walk you through our current process if it's helpful.
Adding my vote here, I really just need to let my customers pick the quantity of product via a form and then email them the resulting quote and include it in PDF form.
