Create a Quote
Workflow action to automatically create quotes.
Byggd av - Baskey
Installationer - 10+ installationer
Krav
HubSpot-plan Behörigheter för HubSpot-konto - Visa de obligatoriska kontobehörigheterna
Create a Quote prenumeration - Subscription plan
Översikt
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.
Egenskaper
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
Delade data
Deal associations | ||
Line-Items | ||
Owners | ||
Quote Template Design | ||
Workflows |
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Recensioner
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Prissättning
Subscription
8,33 €
/månadSubscription
8,33 €
/månad*Priserna här är endast avsedda som exempel. I priserna ingår inte skatter, incitament, rabatter eller andra prisvariabler. Ta kontakt med partnern för den senaste och mest uppdaterade prisinformationen. HubSpot har inget ansvar för den här prisinformationen, vilken tillhandahålls av våra partner. Priserna uppdaterades senast: 2026-02-04
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