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SolutionArg

Industrial / B2B

A custom deal card that builds quotes and starts the follow-up

Reps configure options on the deal; the card builds the quote and kicks off the follow-up.

UI ExtensionsServerless functionsExternal database
Illustrative preview for A custom deal card that builds quotes and starts the follow-upIllustrative preview
  1. Deal record
  2. Custom card
  3. Pricing rules
  4. Quote + email chain
The card reads options from a database, applies the pricing rules, writes the quote to the deal and starts the email chain.

The challenge

Quotes depended on options with limits, prices and conditions that HubSpot's native quotes couldn't model.

What I built

  1. Built a custom card on the deal record, powered by serverless functions.
  2. Stored dropdown options with limits, prices and conditions in a database.
  3. Generated a detailed quote linked to the deal.
  4. Triggered an automated email chain after the quote.

Under the hood

Outcome

  • Quotes created directly from the deal.
  • Pricing rules enforced automatically.
  • Follow-up starts without a reminder.

Related

Related projects

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