Sales Hub Tools

MA_sevendays
Member

Create a Draft of a Quote without a Deal Association

Hi,

How do you create a quote and save it as draft, without a deal association?

5 Replies 5
dabroncos
Contributor

Create a Draft of a Quote without a Deal Association

This is a must.  There are other less-advanced proposal software that do this.  Why has not hubspot done this yet?

0 Upvotes
TiphaineCuisset
Community Manager
Community Manager

Create a Draft of a Quote without a Deal Association

Hi @dabroncos 

 

Thank you for reaching out. 

 

While HubSpot hasn't decided to implement that yet, I'd recommend upvoting this Idea my colleague shared earlier in this thread, in our Ideas Forum regarding this. You can also comment with your use case and subscribe to the idea (Options > Subscribe) to get notified if the status changes. 

 

Thank you!

Best

Tiphaine


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DianaGomez
Community Manager
Community Manager

Create a Draft of a Quote without a Deal Association

Hi @MA_sevendays at the moment it will be necessary to create the deal association, however the quote can be draft until you decide to publish it, as is mentioned here (point 6).

 

Hope this helps, 

Diana


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MA_sevendays
Member

Create a Draft of a Quote without a Deal Association

Hi, thanks for your reply.

But the point here is that we want to use the draft quotes as pre-defined quotes with a set of multiple line items, and clone it for usage on another deal for another customer. When the draft quote always initially is connected to a deal, the clone of that draft will be connected to the same deal and that is not the behavior that we want...

DianaGomez
Community Manager
Community Manager

Create a Draft of a Quote without a Deal Association

Thank you for the details, I totally get your point @MA_sevendays.

I was checking and there are some other users requesting this option.

 

I will recommend upvote this idea to make sure it has more visibility for the product team and that way it could have more chances to be implemented in the future.

 

Best, 

Diana

 


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