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NVejby
Participant

Automatically create quote when deal is moved to new deal stage

SOLVE

Hi!

I wanted to create a workflow that automatically creates a new quote when a deal is moved from any stage to another specific stage in the pipeline.

 

Does anyone know if this is possible?

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automatically create quote when deal is moved to new deal stage

SOLVE

Hi @NVejby,

 

Automated quote creation is currently neither supported in workflows nor via API (at least not yet).

 

As a workaround, you could however notify the deal owner with an internal email or a task about the change in deal stage. They could then manually create the quote.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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5 Replies 5
ElBr
Participant

Automatically create quote when deal is moved to new deal stage

SOLVE

Are there any updates on this? We need this! Would be super efficient to pull the property values in to a customised quote and auto send when a deal reaches a stage! 

NVejby
Participant

Automatically create quote when deal is moved to new deal stage

SOLVE

I will try that instead. Thanks a lot!

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automatically create quote when deal is moved to new deal stage

SOLVE

Hi @NVejby,

 

Automated quote creation is currently neither supported in workflows nor via API (at least not yet).

 

As a workaround, you could however notify the deal owner with an internal email or a task about the change in deal stage. They could then manually create the quote.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

JHoll
Member

Automatically create quote when deal is moved to new deal stage

SOLVE

Are there any integrations that can make this happen yet? This is easily done in Salesforce with Apptus. This would save an immense amount of time for renewals teams. 

0 Upvotes
Propagam
Participant

Automatically create quote when deal is moved to new deal stage

SOLVE

Has there been any automation established for this yet?