Case study · Sales operations
Quotes that show what each item includes
New quotes included the saved terms for each product in the same order as the items sold, giving buyers the details of what was included.
- HubSpot
- DocuSign
- Google Sheets
- Make
The problem
Quotes needed the relevant product terms.
Quoting needed the relevant product terms alongside the deal line items without repeated manual document assembly.
The change
Saved product terms filled the quote in item order.
The business need
- Quoting needed the relevant product terms alongside the deal line items without repeated manual document assembly.
Implemented approach
- Saved product terms appeared in newly generated quotes in the same order as the items sold.
Product terms in quote order
The custom HubSpot module connected quote line items to their product records and displayed the saved deliverable terms in the visible item order.
The results
Buyers could see the terms for each quoted product.
Product details in quote order
Newly generated quotes used the maintained terms for each product in the order of the items sold. Updates to those terms were used when generating new quotes.
Documented for reuse
The module was packaged and documented for internal reuse.
Scope and responsibilities
The work covered quote assembly design and a custom HubSpot quote module for product-specific deliverable terms in visible line-item order.
The custom native quote module is distinct from older document and signature workflows.
Your next step
What could your team do with less administrative work?
Review how your team maintains product terms and prepares quotes, and where a reusable template could help.
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