Quick tipFix itRevenue Hub

Quote reverted to draft or the PDF failed

A revert to draft is a protective measure.

Subscription
Revenue Hub Professional or Enterprise
Permissions
Super Admin or View deals
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: if a quote reverts to draft when publishing, it's a protective measure after a PDF generation error. One cause: e-signatures are the acceptance method but the custom template lacks the required e-signature module. Viewing errors needs Super Admin or View deals.

1. In HubSpot

The relevant screen in my demo portal.

Quotes index with All quotes, Expiring soon, Pending acceptance and Pending approval views
Quote views (1) and statuses (2).

2. Worth knowing

Test custom templates with a draft quote before rolling them out.

3. Related

Custom quote modules and templates.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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