Name: quote-to-cash
Author: hubspot

Build the product catalog, assemble quotes (line items + associations to deals), and track invoices and subscriptions through to revenue.

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 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. 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 : 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. 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 : 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.