Hi everyone,
First of all, I should mention that we don’t use HubSpot Payments — our customers pay externally via invoice.
When we reach the quotation stage in the deal pipeline, revisions are often required. For example, a customer might request an additional line item, or a quotation may expire and need to be recreated.
In these cases, I’m facing a few challenges:
I can’t clearly track which quotation was finally approved by the customer.
When a new quotation is created with additional line items, those amounts are added, but it becomes unclear which line items are actually valid (since only the approved quotation should count).
What’s the best practice for handling this in HubSpot? How do you usually manage multiple quotation revisions and keep track of which one is approved?
Thanks a lot!
