quote-to-cash

Resources

File	When to use
resources/q2c-essentials.md	Six-field cheat sheet, association directions, portal caveats for invoices/subscriptions/orders/carts.

Foundations

Read bulk-operations/SKILL.md first — JSONL piping, batch read, pagination, and the dry-run/digest/confirm flow for destructive ops live there. Reshape recipes (read → write payload) are in bulk-operations/resources/json-patterns.md.

hubspot <command> --help is the source of truth. Object types are plural (products, line_items, quotes, invoices, subscriptions). Never hardcode property tables — hubspot properties list --type <type> is one call away. Verify any enum value the agent is about to write with hubspot properties options-list --type <type> <property> | jq -r '.value'.

Portal note: invoices, subscriptions, orders, carts show an empty objectTypeId in hubspot objects types. They work through objects search/list when the token has the matching scope (invoices-read, subscriptions-read, etc.) and 403 otherwise. CLI-created quotes are always DRAFT; approval routing, share links, PDF generation, and invoice creation usually require the HubSpot UI.

1. Create a product

hubspot objects create --type products \
  --property name="Enterprise License" \
  --property price=12000 \
  --property hs_sku=ENT-001

For a recurring product set recurringbillingfrequency; check the API enum values first with hubspot properties options-list --type products recurringbillingfrequency | jq -r '.value'. Bulk-import a catalog by piping JSONL of {"properties":{...}} to hubspot objects create --type products --dry-run.

2. Build a quote: line items → quote → associations

objects create emits one result line per stdin line, in input order. That lets you build line items, capture their IDs, and associate them to the new quote in three pipes — no per-record shell loop.

DEAL_ID=12345

# 1. Create the line items. items.jsonl holds {"name":..,"qty":..,"price":..,"product_id":..} per line.
jq -c '{properties:{
    name:.name, quantity:(.qty|tostring), price:(.price|tostring),
    hs_product_id:.product_id, hs_line_item_currency_code:"USD"
  }}' items.jsonl \
| hubspot objects create --type line_items > /tmp/lineitems.jsonl

# 2. Create the quote.
QUOTE_ID=$(hubspot objects create --type quotes \
  --property hs_title="Acme Corp - 2026" \
  --property hs_expiration_date=2026-06-30 \
  --property hs_currency=USD \
  --format json | jq -r '.data.id // .id')

# 3. Associate every new line item to the quote in one pipe.
jq -r '.id' /tmp/lineitems.jsonl \
| jq -cR --arg q "$QUOTE_ID" '{from:("quotes:" + $q), to:("line_items:" + .)}' \
| hubspot associations create

# 4. Link the quote to the deal.
hubspot associations create --from "deals:$DEAL_ID" --to "quotes:$QUOTE_ID"

Discount handling — discount is the writable percentage (10 = 10% off). hs_total_discount is HubSpot-computed; do not set it. Verify with hubspot properties get --type line_items hs_total_discount (property name is positional; look for modificationMetadata.readOnlyValue:true) before relying on this in a portal you don't own.

Promote a quote out of DRAFT when ready to share. objects update is irreversible — dry-run first, then re-run with the digest and --confirm <quote_id>:

hubspot objects update --type quotes <quote_id> --property hs_status=APPROVAL_NOT_NEEDED --dry-run
hubspot objects update --type quotes <quote_id> --property hs_status=APPROVAL_NOT_NEEDED --digest <hash> --confirm <quote_id>

Verify hs_status enum values for your portal: hubspot properties options-list --type quotes hs_status | jq -r '.value'.

3. Track invoices

The CLI reads invoice data and updates status; creation usually needs HubSpot Commerce + UI. Filter by hs_invoice_status and date.

# All outstanding invoices
hubspot objects search --type invoices \
  --filter "hs_invoice_status=OUTSTANDING" \
  --properties hs_number,hs_amount_billed,hs_balance,hs_due_date

# Past-due (overdue) invoices, dynamic date
hubspot objects search --type invoices \
  --filter "hs_due_date<$(date +%Y-%m-%d) AND hs_invoice_status!=PAID" \
  --properties hs_number,hs_due_date,hs_balance

# Invoices billed in the last 30 days
hubspot objects search --type invoices \
  --filter "hs_invoice_date>=$(date -v-30d +%Y-%m-%d 2>/dev/null || date -d '30 days ago' +%Y-%m-%d)" \
  --properties hs_number,hs_amount_billed,hs_invoice_date

Verify the status enum the same way: hubspot properties options-list --type invoices hs_invoice_status | jq -r '.value'.

4. Track subscriptions

Same shape, filter on hs_subscription_status. Verify the enum values before writing the filter — do not hardcode ACTIVE/CANCELLED/PAST_DUE:

hubspot properties options-list --type subscriptions hs_subscription_status | jq -r '.value'

# Then filter (case matters)
hubspot objects search --type subscriptions \
  --filter "hs_subscription_status=<value-from-above>" \
  --properties hs_mrr,hs_arr,hs_subscription_status

# Sum MRR across active subs
hubspot objects search --type subscriptions \
  --filter "hs_subscription_status=<active-value>" --format json \
  | jq '[.data[].properties.hs_mrr | select(. != null and . != "") | tonumber] | add // 0'

Known constraints

• invoices, subscriptions, orders, carts, payments need the matching read scope on the active token; 403 means the user OAuth login or private-app token is missing the scope.
• objects delete on products/quotes/line_items works under both user OAuth (hubspot auth login, with the object's write scope) and a service key (export HUBSPOT_ACCESS_TOKEN=<token>); a 403 means the active token is missing that write scope. The exception is the --gdpr permanent purge, which requires a service key — the GDPR endpoint does not accept user OAuth tokens. See bulk-operations/SKILL.md for the dry-run → digest → confirm flow before bulk-deleting catalog records.
• Quote share links, PDF generation, approval routing, and from-scratch invoice creation are UI-only — the CLI updates records but cannot send a quote to a customer.
• hs_total_discount on line items is read-only — set discount (percentage) instead.