{"id":1563,"date":"2025-10-01T11:47:31","date_gmt":"2025-10-01T11:47:31","guid":{"rendered":"http:\/\/gogetmuscle.com\/?p=1563"},"modified":"2025-10-01T17:39:33","modified_gmt":"2025-10-01T17:39:33","slug":"best-practice-for-managing-multiple-quotation-revisions-in-deals","status":"publish","type":"post","link":"http:\/\/gogetmuscle.com\/index.php\/2025\/10\/01\/best-practice-for-managing-multiple-quotation-revisions-in-deals\/","title":{"rendered":"Best practice for managing multiple quotation revisions in deals?"},"content":{"rendered":"<p><P>Hi everyone,<\/P><P>First of all, I should mention that we don\u2019t use HubSpot Payments \u2014 our customers pay externally via invoice.<\/P><P>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.<\/P><P>In these cases, I\u2019m facing a few challenges:<\/P><UL><LI><P>I can\u2019t clearly track which quotation was finally approved by the customer.<\/P><\/LI><LI><P>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).<\/P><\/LI><\/UL><P>What\u2019s the best practice for handling this in HubSpot? How do you usually manage multiple quotation revisions and keep track of which one is approved?<\/P><P>Thanks a lot!<\/P><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hi everyone,First of all, I should mention that we don\u2019t use HubSpot Payments \u2014 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, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[14],"tags":[],"_links":{"self":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1563"}],"collection":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/comments?post=1563"}],"version-history":[{"count":1,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1563\/revisions"}],"predecessor-version":[{"id":1564,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1563\/revisions\/1564"}],"wp:attachment":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/media?parent=1563"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/categories?post=1563"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/tags?post=1563"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}