Joe Warren from the Commerce Hub product team introduces a significant update to their quotes tool, enabling the generation of payable quotes via API. He demonstrates how to deploy this feature in a custom coded workflow action. The update includes adding new parameters to the quotes API documentation to allow for the creation of payable quotes, offering customization in collecting billing addresses and payment types. Joe walks through the process of generating a payable quote associated with a deal stage change in Commerce Hub’s system and demonstrates the feature with a sample deal. The video concludes with excitement about the developer community’s potential uses of this new functionality.
Learn more about Payable Quotes in the developer documentation: https://developers.hubspot.com/docs/api/crm/quotes
Follow Joe on LinkedIn: https://www.linkedin.com/in/joe-warren-7617235b/
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00:00 Introduction to the New Quotes Tool Update
00:10 Exploring the Payable Quotes API
00:42 Demonstrating the Custom Coded Workflow
01:24 Adjusting Parameters for Payable Quotes
01:54 Showcasing a Real-Life Application
02:32 Envisioning the Future with Payable Quotes
03:30 Conclusion and Farewell