kirstenmhb

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Kirsten Brown

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esundance on May 12, 2017

How do you duplicate a Deal?

I have month-to-month contracts and would like to be able to duplicate a Deal so I don't have to enter the same info each month.

Reply Idea

153 upvotes

78 Replies

kirstenmhb

Participant

November 14, 2023

Waiting for this functionality. We don't want to add 3rd party tools to our Hubspot but we need a way to duplicate deals and copy over information fo...read more

jlin2045 on June 14, 2023

quote based trigger for "published"

It would be nice to have the option to trigger a workflow based on if a quote has been published or not. We are trying to tie this to "deal stage" and have the stage listed as "quote issued" automatically.

Reply Idea Workflows

4 upvotes

5 Replies

kirstenmhb

Participant

November 14, 2023

This would also be helpful for my team for us to know how many quotes have been published in the last month

Pasqual on April 29, 2021

Feature to take a cloned quote and associate it with a new deal

I find very handy the feature to clone a quote. For me is especially useful when you have a similar quote that you need to redo. My problem is that when I need to clone, a quote is not for the same deal. Let me try to explain: 1) I crea read more

Reply Idea Deals

67 upvotes

32 Replies

kirstenmhb

Participant

November 10, 2023

This needs to be a feature!! We have a use case for this and it's causing significant reporting and customer experience problems for us whenever it h...read more

Rangrachel on June 03, 2021

Associate existing quote to a different deal

Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be read more

Reply Idea Products and Quotes

113 upvotes

50 Replies

kirstenmhb

Participant

November 10, 2023

Is there any update on this? I have had this problem several times now with sales people creating a quote attached to the wrong deal and we can't fix...read more

R10 on August 27, 2019

Create Quotes for other users

As someone who often has to create quotes for other team members, I would find it very helpful to be able to easily switch the "Your Info" contact info in a quote. Currently, the quote creator is the default contact for the quote. If I need to read more

Reply Idea Products & Quotes

106 upvotes

28 Replies

kirstenmhb

Participant

November 10, 2023

This is needed for my company in order to create quotes for sales people while they are on holiday / sick.

Stanczak on October 19, 2017

Delete or clear specific values from multiple checkbox property fields

We are beginning to use a "Customer Status" property that uses multiple checkbox values. Values include things like "At Risk," "Support Issue Outstanding," "Payment Lapsed," etc. This will add tremendous value to our CRM at the customer representati read more

Reply Idea Contacts & Companies Deals Workflows

167 upvotes

52 Replies

kirstenmhb

Participant

August 18, 2023

+1 on this feature request! This would be such a game changer for us. We use multiple check boxes as a sort of "tagging" system but our tags are beco...read more

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