Create a Quote
Workflow action to automatically create quotes.
Udviklet af - Baskey
Installeringer - 10+ installationer
Krav
HubSpot-abonnement Tilladelser til HubSpot-konto - Se de nødvendige kontotilladelser
Create a Quote abonnement - Subscription plan
Oversigt
1/2 - how to create a quote within a workflow
This app provides a workflow action to automatically create a quote, based on your quote templates.
Keep in Mind: Hubspot has recently implemented CPQ quotes. The app currently only supports legacy quotes! As soon as this becomes technically feasible on HubSpot’s side, we will integrate CPQ quotes into the app. To learn more about CPQ quotes click here! To learn more about legacy quotes click here.
Funktioner
Create quotes as a workflow action
You can easily create (legacy) quotes for different cases with workflows and this action.
Choose quote template in action
A dropdown suggests all available templates
Customizable purchase terms and comments
Enter your own text for "purchase terms" or "comments to buyer".
Appfunktionalitet
Delte data
Deal associations | ||
Line-Items | ||
Owners | ||
Quote Template Design | ||
Workflows |
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Anmeldelser
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Priser
Subscription
8,33 €
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8,33 €
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Flere oplysninger
Udviklet af - Baskey
Installeringer - 10+ installationer
Kategorier Sprog som denne app er tilgængelig på Engelsk
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