We have an invoice automation app for HubSpot called Portant. It will enable you to generate an invoice via the mobile app because you can add a "Generate invoice" action to a HubSpot workflow, which can be triggered by a property changing (via the mobile app) like this: This means you can add a property to your deal and when this property changes to "Generate invoice" Portant will generater an invoice for you. I made a short 60s video to give you a top level overview here:
We have an invoice automation app for HubSpot called Portant. It will enable you to generate an invoice via the mobile app because you can add a "Generate invoice" action to a HubSpot workflow, which can be triggered by a property changing (via the mobile app) like this: This means you can add a property to your deal and when this property changes to "Generate invoice" Portant will generater an invoice for you. I made a short 60s video to give you a top level overview here: