day to day quotes that don't require a deal

Miticus_1 — Wed, 03 May 2023 09:39:39 GMT

Hi, not sure weather anyone else has the same issue i have?

To give some context, we are a B2B company and most of our revenue is repeat business from existing clients, with our growth represented by developing existing accounts and bringing new accounts on board.

As a company, there are some quotes we would send to a customer that would not require the creation of a deal for example:

A customer may ask for a quote on an item that they have taken before, this may be so they can confirm the price hasn't changed, or so they can give the quote to their purchasing team to raise a PO. In my opinion, it would be pointless to create a deal for this, but it would still be nice to put this in a quote in HS.

On the other hand, we may get a customer wanting pricing on items they have not taken before, whether that be an existing or new customer, for this, it is imperative a deal is created so we can track where its up to.

Has anyone else come across or had any thoughts on this kind of scenario?

Re: day to day quotes that don't require a deal

danmoyle — Wed, 03 May 2023 12:58:22 GMT

@Miticus_1 if the quote is confirming a price hasn't changed, could you just associate the new quote to the same deal you already quoted them on? Does that create other issues or does it help? I'm a simple guy who likes to find the easiest answer. 😂 That seems like a solution I'd personally try.

topic Re: day to day quotes that don't require a deal in Sales Hub Tools

day to day quotes that don't require a deal

Re: day to day quotes that don't require a deal