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Migrate your legacy quotes to Revenue Hub's new CPQ Quotes

With this package, you'll be able to automate the recreation of open legacy quotes into their new CPQ versions, enable much more functionality with HubSpot's new Revenue Hub.

Requirements for this package:

  1. Revenue Hub Pro or Enterprise - Required for CPQ quotes functionality
  2. Data Hub Pro or Enterprise - This package requires custom code workflow functionality
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How does it work?
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From Legacy Quotes to Revenue Hub — Without Losing Your Data

Most HubSpot accounts have hundreds of quotes stuck in the old format — and that means missing out on everything Revenue Hub has to offer: contracts, MRR reporting, and automated billing. Teams hold off on making the switch because they don't know how to bring their existing quote history along for the ride. Our setup automatically migrates open legacy quotes into CPQ format — line items, contacts, companies, and terms fully intact.

Our setup ensures that:

Open legacy quotes are automatically converted to CPQ format
Line items, pricing, and terms are carried over without manual rework
Contact and company associations are correctly transferred to the new quote
Legacy quotes are cleanly archived after migration so nothing gets confused
Your team can immediately start using Revenue Hub — contracts, MRR, and billing — on existing deals
Book a demo

What's included?

A ready-to-deploy automation that migrates your open legacy quotes to CPQ format — line items, contacts, terms, and all — so your team can start using Revenue Hub contracts and MRR reporting without rebuilding anything from scratch.

Legacy to CPQ Migration Package

€3000 /month

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Legacy to CPQ Migration Package

Features
Custom Code Action
Data Hub Pro or Enterprise Required
Reads the legacy quote, clones all line items, maps contacts and companies, and creates a clean CPQ quote in draft status.
Sender Configuration
Your team's name, title, email, and company details pre-configured as quote sender defaults across all migrated quotes.
Legacy Quote Archival
Each legacy quote is automatically set to VOID after migration — cleanly removed from active views without deletion.
Migration Status Flag
Every migrated CPQ quote is tagged with "Legacy Quote Migration" for easy filtering, reporting, and Phase 2 contract creation.
Test Run + Handoff
One live test run on a real deal in your portal, plus a 30-minute walkthrough of the workflow and output fields.

Legacy to CPQ Migration

For teams moving to Revenue Hub who want their open deals migrated to CPQ — without rebuilding anything manually

What you get:

  • Custom code action (quote + line items + contacts)
  • Sender defaults configured for your team
  • Legacy quote archival on migration

300 €    One-time cost

All-Inclusive Bundle

All of our HubSpot Best Practices Packages in one combined offer

What you get:

  • SaaS or IT Services or Machinery or B2B Sales Package
  • Lead Pipeline & Lead Scoring
  • Personalized Email Salutation
  • Marketing Contact Status
  • Deal- & Activities-Automations
  • Company Data (Keywords & Technologies)
  • Legacy to CPQ Migration

👉 Complete Setup for Sales & Marketing in HubSpot

1.900 €  7200 €  One-time cost

How do I get my Legacy to CQP Migration Package?

1

Fill out the form on this page and give us access to your HubSpot Portal

2

Transfer your payment

3

Get your Legacy to CQP Migration Package

Check out this package in action below

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Got questions?

WFill out the form and we'll get your portal set up. Whether you have 10 open deals or 500, the migration runs automatically — no manual rework on your end.

We'll confirm your access, run a test migration on one deal so you can see it live, and hand off the workflow with a short call.