Create Quote with a Form Submission?

michelle_2n
Contributor

Hello all! I am looking into ways that a user can submit a form on our site (name, email, product that they're interested in, etc.) that will then automatically generate a quote through HubSpot. Is that possible? 

 

If so, could these quotes appear in the web browser? Or would they have to be emailed?


What HubSpot Subscriptions would I need to complete this? 

4 Replies 4
MelindaNelson
HubSpot Employee

Hi @michelle_2n

 

Thank you for posting in the Community! 

 

Automating quote creation is not currently supported. Within workflows, you have the ability to create deals, tickets, and tasks, but not quotes.

 

As a workaround, you could set up a workflow to create a task every time a form is submitted. This way, your team will know a quote needs to be created.

 

HubSpot's quote developer documentation indicates that creating and updating quotes through the CRM API is coming soon. Once this is availanle, you will likely be able to work with a developer to create a custom solution to create a quote when a form is submitted using HubSpot's API.

 

The ability to automate the creation of quotes would be a great idea for our Ideas Forum. This is a great platform for communicating feature requests to our Product Team. It also allows other customers to up-vote and comment on the idea.

 

Please let me know if you have any additional questions! 

 

Thanks,

Melinda | (She/Her)

Customer Support Specialist

RDouma
Participant

Hi there,

 

We're craving for this automating quote creation. Is there an idea already when this will be available?

 

Cheers,

 

Ruben

Will42
Participant | Platinum Partner

Still no word on this, 6 months later?

0 Upvotes
TiphaineCuisset
Community Manager

Hi @Will42 

 

Thank you for reaching out. 

 

This is not possible at this stage within HubSpot, I'd recommend upvoting this Idea in our Ideas Forum regarding this. You can also subscribe to the idea (Options > Subscribe) to get notified if the status changes. This is currently in planning!

 

Thank you

Best

Tiphaine


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0 Upvotes