# Add Tracking Analytics to Quotes

**URL:** <https://community.hubspot.com/t/add-tracking-analytics-to-quotes/14229>\
**Category:** HubSpot Ideas\
**Tags:** products-quotes\
**Created:** [May 4, 2019, 10:00pm UTC](https://community.hubspot.com/t/add-tracking-analytics-to-quotes/14229 "2019-05-04T22:00:42Z")\
**Posts on this page:** 20\
**Page:** 1

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**Author:** ![scooterlang](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/scooterlang/32/63014_2.png) [@scooterlang](https://community.hubspot.com/u/scooterlang)\
**Post date:** [May 4, 2019, 10:00pm UTC](https://community.hubspot.com/t/add-tracking-analytics-to-quotes/14229/1 "2019-05-04T22:00:42Z")

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As a salesperson, I need to be able to track when a quote is viewed, and clicked on so that I can more astutely engage with the customer who the opportunity is with.

Putting on my product manager hat, I would suggest that HubSpot Sales users are able to not only see views and link clicking, but that you would also enable deeper analytics like those found in Hotjar…i.e. heatmapping & Session recording while the customer guest is viewing the web-hosted quote.

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**Author:** ![gemini87](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/gemini87/32/5125_2.png) [@gemini87](https://community.hubspot.com/u/gemini87)\
**Post date:** [May 12, 2020, 8:36pm UTC](https://community.hubspot.com/t/add-tracking-analytics-to-quotes/14229/2 "2020-05-12T20:36:05Z")

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I’d like to use this functionality to set a workflow sending an email notification to the sales rep that a contact has viewed a quote. This would be a good time for them to call the contact to see if they have any questions.

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**Author:** ![nikkiv](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/nikkiv/32/84335_2.png) [@nikkiv](https://community.hubspot.com/u/nikkiv)\
**Post date:** [July 6, 2020, 10:15pm UTC](https://community.hubspot.com/t/add-tracking-analytics-to-quotes/14229/3 "2020-07-06T22:15:11Z")

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Is it possible to track activity on quotes in Hubspot?

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**Author:** ![CarlosComunica](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/carloscomunica/32/68963_2.png) [@CarlosComunica](https://community.hubspot.com/u/CarlosComunica)\
**Post date:** [August 19, 2020, 1:20pm UTC](https://community.hubspot.com/t/add-tracking-analytics-to-quotes/14229/4 "2020-08-19T13:20:45Z")

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Perfeito, se tivermos as mesmas percepções que temos em documentos já ajudaria muito. Saber quanto tempo a pessoa passou no orçamento além de quantas vezes foi acessado.

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**Author:** ![RachelDME](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/racheldme/32/60257_2.png) [@RachelDME](https://community.hubspot.com/u/RachelDME)\
**Post date:** [November 11, 2020, 1:39pm UTC](https://community.hubspot.com/t/add-tracking-analytics-to-quotes/14229/5 "2020-11-11T13:39:27Z")

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This would be a great functinality to have. Its odd that it doesnt exist as other email opens and link clicks are tracked. Knowing when a prospect has opened a quote is important information in terms of sales follow ups and informing conversations with them.

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**Author:** ![ethankopit](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ethankopit/32/39177_2.png) [@ethankopit](https://community.hubspot.com/u/ethankopit)\
**Post date:** [December 3, 2020, 4:53pm UTC](https://community.hubspot.com/t/add-tracking-analytics-to-quotes/14229/6 "2020-12-03T16:53:51Z")

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Empty

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**Author:** ![stigaskcody](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/stigaskcody/32/29368_2.png) [@stigaskcody](https://community.hubspot.com/u/stigaskcody)\
**Post date:** [February 11, 2021, 7:13am UTC](https://community.hubspot.com/t/add-tracking-analytics-to-quotes/14229/7 "2021-02-11T07:13:04Z")

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This is an important feature to add

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**Author:** ![AMitchell](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/amitchell/32/73373_2.png) [@AMitchell](https://community.hubspot.com/u/AMitchell)\
**Post date:** [February 25, 2021, 3:09pm UTC](https://community.hubspot.com/t/add-tracking-analytics-to-quotes/14229/8 "2021-02-25T15:09:25Z")

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We’d love the option to see analytics on HS quotes we send i.e. opens / click / forwarded on / who’s done these actions so we can be more strategic in our actions.

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**Author:** ![MBagnall](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mbagnall/32/27089_2.png) [@MBagnall](https://community.hubspot.com/u/MBagnall)\
**Post date:** [February 25, 2021, 3:16pm UTC](https://community.hubspot.com/t/add-tracking-analytics-to-quotes/14229/9 "2021-02-25T15:16:23Z")

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Completely agree on this idea and think this functionality would be fantastic (had this before on previously used quotation / proposal / contract tools) and it’s very helpful to plan future communications / progression with the prospect or client - would love to see this implimented on HS quotating!

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**Author:** ![kasiabf](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/kasiabf/32/34870_2.png) [@kasiabf](https://community.hubspot.com/u/kasiabf)\
**Post date:** [April 23, 2021, 10:37am UTC](https://community.hubspot.com/t/add-tracking-analytics-to-quotes/14229/10 "2021-04-23T10:37:57Z")

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Is there any update on this? Its really needed! If you can track documents sent via Hubspot you should surely be able to track proposals/quotes

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**Author:** ![ssigl](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ssigl/32/102945_2.png) [@ssigl](https://community.hubspot.com/u/ssigl)\
**Post date:** [April 30, 2021, 7:20am UTC](https://community.hubspot.com/t/add-tracking-analytics-to-quotes/14229/11 "2021-04-30T07:20:25Z")

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This would make so much sense. You guys already have it with document links sent via Hubspot.. I always get a notification when someone opens it.

Should absolutely be the same for quotes..

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**Author:** ![DUytterhaeghe](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/duytterhaeghe/32/84489_2.png) [@DUytterhaeghe](https://community.hubspot.com/u/DUytterhaeghe)\
**Post date:** [September 10, 2021, 7:37am UTC](https://community.hubspot.com/t/add-tracking-analytics-to-quotes/14229/12 "2021-09-10T07:37:02Z")

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Great idea! Any update team Hubspot?

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**Author:** ![JoeDavies](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/joedavies/32/46207_2.png) [@JoeDavies](https://community.hubspot.com/u/JoeDavies)\
**Post date:** [September 29, 2021, 5:41pm UTC](https://community.hubspot.com/t/add-tracking-analytics-to-quotes/14229/13 "2021-09-29T17:41:30Z")

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Couldn’t agree more with this requirement! If the tool is to compete with other solutions with native integrations (such as PandaDoc or DocuSign), reps need to be able to see when a quote has been opened, clicked, started as well as signed - ie everything inbetween sending it and getting it back.  
Super important for chasing down sent quotes.  
@ethankopit you mentioned this is in planning which is amazing news, any possibility you could give an update on timelines?

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**Author:** ![HSmith32](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/hsmith32/32/35493_2.png) [@HSmith32](https://community.hubspot.com/u/HSmith32)\
**Post date:** [October 8, 2021, 3:18am UTC](https://community.hubspot.com/t/add-tracking-analytics-to-quotes/14229/14 "2021-10-08T03:18:57Z")

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How is this not a fundamental functionality to track and monitor engagement with outstanding quotes?

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**Author:** ![KKratzer](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/kkratzer/32/14727_2.png) [@KKratzer](https://community.hubspot.com/u/KKratzer)\
**Post date:** [October 12, 2021, 7:55pm UTC](https://community.hubspot.com/t/add-tracking-analytics-to-quotes/14229/15 "2021-10-12T19:55:56Z")

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Agreed- This would add so much value to our everyday workflow with Clients.

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<div class="post-metadata">

**Author:** ![OEzra](https://avatars.discourse-cdn.com/v4/letter/o/57b2e6/32.png) [@OEzra](https://community.hubspot.com/u/OEzra)\
**Post date:** [January 26, 2022, 9:51pm UTC](https://community.hubspot.com/t/add-tracking-analytics-to-quotes/14229/16 "2022-01-26T21:51:55Z")

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did any one find a solution to track quotes?

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<div class="post-metadata">

**Author:** ![viennarr](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/viennarr/32/102945_2.png) [@viennarr](https://community.hubspot.com/u/viennarr)\
**Post date:** [January 27, 2022, 9:53am UTC](https://community.hubspot.com/t/add-tracking-analytics-to-quotes/14229/17 "2022-01-27T09:53:08Z")

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This is so important for our team to be able to fully integrate with Hubspot. Upvote!

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<div class="post-metadata">

**Author:** ![RCurran](https://avatars.discourse-cdn.com/v4/letter/r/f6c823/32.png) [@RCurran](https://community.hubspot.com/u/RCurran)\
**Post date:** [March 16, 2022, 9:05pm UTC](https://community.hubspot.com/t/add-tracking-analytics-to-quotes/14229/18 "2022-03-16T21:05:11Z")

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Essential capability. Honestly what is the point of a feature that only allows you to send an quote by email into the ether with no idea of delivery success? Especially when other parts of the suite have delivery success tracked. Needs addressing asap.

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**Author:** ![MCarrick](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mcarrick/32/35608_2.png) [@MCarrick](https://community.hubspot.com/u/MCarrick)\
**Post date:** [June 28, 2022, 5:48am UTC](https://community.hubspot.com/t/add-tracking-analytics-to-quotes/14229/19 "2022-06-28T05:48:57Z")

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Has this beeen added?

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**Author:** ![KJonsson](https://avatars.discourse-cdn.com/v4/letter/k/82dd89/32.png) [@KJonsson](https://community.hubspot.com/u/KJonsson)\
**Post date:** [July 11, 2022, 7:16am UTC](https://community.hubspot.com/t/add-tracking-analytics-to-quotes/14229/20 "2022-07-11T07:16:07Z")

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+1  
It’s been 3 years since this suggestion and this should be considered a basic feature.

[Next page](https://community.hubspot.com/t/add-tracking-analytics-to-quotes/14229.md?page=2)
