Congratulations! Now you can create instant quotes with a simple reference number, addressed only to buyer contacts
- To view your DoQuotes settings, return to HubDo Marketplace MyApps
then click the DoQuotes Icon to view the DoQuotes Plugin settings in your HubSpot.
A few tips on using DoQuotes Plugin:
- Set up is automatic. Use the "Create Quote" button on each deal CRM card, then refresh your screen to see the new quote listed in the HubSpot Quotes card.
- Use the Create Quote to create as many unique quotes you require on the deal.
- Once the quote is created, click to open and complete it using the HubSpot quote builder as you normally would.
- The Quote name includes a short reference number like Q0141, so you can use that with your customers instead of the long HubSpot Quote Number. This number increments with every new quote.
- Add the quote short reference number to your custom quote template by selecting it as another quote property when editing your custom quote template.
- The master switch in the HubSpot settings screen switches on/off DoQuotes if you need to temporarily disable it. Note: The Create Quotes button will still appear on the deal CRM card if the app is installed.
Some Frequently Asked Questions about the DoQuotes Plugin:
- Can I use the short reference number elsewhere in my quote and my email templates?
- Yes, the short reference number is a custom quote property called "DoQuotes Short Ref" which you can add to text boxes on your custom quote template.
- The DoQuote Short Ref property is also available as a quote property in Quote-based workflows.
- Can I use DoQuotes to create quotes for multiple companies on the same deal? For example, several resellers are competing to bid on the same end user deal
- Yes multiple quotes for resellers on the same deal, is an ideal use-case for DoQuotes.
- Associate all reseller companies to the same deal including the relevant contacts of those companies
- Temporarily change the deal primary company to a reseller and use the DoQuotes "Create Quote" button to create a quote for that company.
- Open the new quote and you will see that only the contacts asociated with that reseller company are selected on the quote
- Repeat the process above for each reseller
- then change the deal primary company back to the end user
- Edit each reseller quote if required, and puclish each to send them
- Note: each time you publish a quote, the deal line items will be updated to reflect the most recently published quote.
- Yes multiple quotes for resellers on the same deal, is an ideal use-case for DoQuotes.
Your feedback and questions are very welcome!
We hope you enjoy how the DoQuotes Plugin gives your quotes a unique name and short reference number to simplify your client communications.
HubDo Plugins "Make HubSpot Do More" so you don't have to.
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