It is common that our client will make multiple quotes for one deal. I need to be able to identify which one is approved/sold and then create a workflow (to process the sale via their internal system).
It is also necessary to keep any declined quotes for reporting purposes.
You can create multiple quotes on a deal. They will all appear in the right deal sidebar in the Quotes section:
If you use the e-signature feature, HubSpot will show the quote status as pending or signed (Menu > Sales > Quotes). If not, it will simply state that it's published. It's currently not possible to mark a quote as confirmed manually.
Without the e-signature, you would have to create a custom single-line text deal property that stores the reference ID of the confirmed quote. Alternatively, you could pin a note to the deal record. In either case, automation is going to be a challenge, depending on what you want to achieve exactly.
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
You can create multiple quotes on a deal. They will all appear in the right deal sidebar in the Quotes section:
If you use the e-signature feature, HubSpot will show the quote status as pending or signed (Menu > Sales > Quotes). If not, it will simply state that it's published. It's currently not possible to mark a quote as confirmed manually.
Without the e-signature, you would have to create a custom single-line text deal property that stores the reference ID of the confirmed quote. Alternatively, you could pin a note to the deal record. In either case, automation is going to be a challenge, depending on what you want to achieve exactly.
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer