1 Accepted solution
I think the easiest way would be to create a custom product property, such as Item type or something similar, and display it on your quote template. Then, if you don't need to show the initial item and how it has changed, you can just edit the line items, modify those that require change, re-map their type to make them visible that they've been changed and send the new quote to the client as such, for them to re-approve the changes. If you need to show the previous line items, you can leave them there with a 0 amount and add the new, changed line items to the deal and quote.
If you need to just approve the changes and not send all line items for this, then I think an option would be to clone your deal and name it as such (or categorize it as such) and send a quote with only the updated line items.
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 | Ruben Burdin HubSpot Advisor Founder @ Stacksync Real-Time Data Sync between any CRM and Database |
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I think the easiest way would be to create a custom product property, such as Item type or something similar, and display it on your quote template. Then, if you don't need to show the initial item and how it has changed, you can just edit the line items, modify those that require change, re-map their type to make them visible that they've been changed and send the new quote to the client as such, for them to re-approve the changes. If you need to show the previous line items, you can leave them there with a 0 amount and add the new, changed line items to the deal and quote.
If you need to just approve the changes and not send all line items for this, then I think an option would be to clone your deal and name it as such (or categorize it as such) and send a quote with only the updated line items.
Did my answer help? Please mark it as a solution to help others find it too.
| | Ruben Burdin HubSpot Advisor Founder @ Stacksync Real-Time Data Sync between any CRM and Database |
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Hey @JLoye! Great question. I understand your goal is to allow for a simple process to edit existing signed quotes for change orders, correct?
I want to invite some subject matter experts to see if they have any suggestions.
Hey @ScottPennwood or @ChrisoKlepke, do you have any workarounds here?
Otherwise, I can absolutely see the value of this -- I encourage you to consider creating a post on our Ideas Forum here. If you find a similar idea, give it an upvote and share your unique use case in the comments.
Best,
Kennedy
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Hey @JRIMPS - thanks for following up here!
Just to clarify, were you able to attempt @RubenBurdin's suggestion (re: custom property)?
Shane, Senior Community Moderator
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