I completely agree with this. I have a difference between people in the field and people creating paperwork - it’s essential to be able to put the sales person’s name on the quote rather than the person doing to admin of creating this quote.
High priority - we have a centralized sales operations function that creates the quote and need the option to change from ‘sender/creater’ to ‘deal owner’
@hubspot I can imagine, from a license sellers perspective, we cannot select a random name. But at least the colleagues with a required license should be an option! #fixit
Being responsible for sales operations, I am reguarly asked to make and review quotes for the sales team. Because of HubSpot, I have to reply: ‘you have to make the quote because my name will appear in the quote’. This is not an ideal situation for a quote of up to € 3 million. The prospect wants to see the account manager with title, email and telephone number; not a humble functionary making the system work.
I can see this question has been around since 2019. Can the team PLEASE help with a solution for this. Would be so helpful for efficiencies. Have the Owner of the Quote be the persons details who drop in, not the person creating the quote on their behalf. THANKS