One-click Invoices/Order/Quotes

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One-click Invoices/Order/Quotes

Table of Content

Table of Content

HubSpot e-conomic app now facilitates one-click creation of invoices/orders/quotes directly from HubSpot deals irrespective of the deal stage.

  1. If you would like to set up the rules to automate your deal-to-invoice/order/quote creation, please click on "Yes" below

    automate your deal-to-invoice/order/quote creation
  1. You can skip this option and always come back to update these settings. Click on "I'll do it later" to skip the automated invoice/order/quote creation.

automate your deal-to-invoice/order/quote creation

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