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AJarred
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Member since ‎Jun 19, 2024
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Alicia Jarred

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AJarred on August 05, 2024
Hubspot Quotes to Invoices in Exact
Hello, We have recently started using quotes from Hubspot and now we want to integrate Hubspot with our accounting system called Exact. We want it set up so that when a quote is signed, that an invoice will be generated automatically in Exact, h read more
Reply Discussion best practices
0 upvote
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AJarred
Participant
August 08, 2024
Thank you Diana. I will keep searching for a solution in the meantime.
AJarred on August 05, 2024
Hubspot Quotes to Invoices in Exact
Hello, We have recently started using quotes from Hubspot and now we want to integrate Hubspot with our accounting system called Exact. We want it set up so that when a quote is signed, that an invoice will be generated automatically in Exact, h read more
Reply Discussion best practices
0 upvote
2 Replies
AJarred
Participant
August 08, 2024
Thank you Diana. I will keep searching for a solution in the meantime.
Solved
niederberger on April 28, 2022
From Quotes to Invoices
Hello. I'm curious as soon as I sent a Quote out and the customer send an email back and he wants to work with us. How do i turn that into an invoice? Do I need an AddIn for that? Thx, Thomas.
Reply Discussion Professional Sales
1 upvote
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AJarred
Participant
August 05, 2024
Hello, We have recently started using quotes from Hubspot and now we want to integrate Hubspot with our accounting system called Exact. We want i...read more
AJarred on July 23, 2024
How can I automate an invoice when a quote is signed?
Hello, I am currently onboarding Hubspot and I now have sales pipelines set up with deals and quotes set up, the next thing I am working on is invoicing. Is there a way to automatically have an invoice created when a quote is signed? If not avai read more
Reply Discussion Recurring Payments
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