Create Quotes for other users

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.

Please prioritise this, @hubspot!

@hubspotWhy is this taking so long? Seriously holding up our ability to operate efficiently.

Please make this a priority!

Meanwhile, no response or comment from Hubspot…

Time to send tweets out? They might respond quickly to those.

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’

It’s bizarre that something so basic is not available.

yes needed ASAP

This is needed for my company in order to create quotes for sales people while they are on holiday / sick.

Je suis pour cette idée, ce serait très pratique !

Up-voting idea. Any update on this?

Agree. need this for our business as well

Much needed This would be a really big UX and productivity improvement for what would appear to be a simple thing to implement.

this is SO important!

@hubspot this has been sitting out here for 5 years! This is basic sales contracting 101. We need this functionality!!

@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. :folded_hands:

Any solution for this issue yet? Upping :slightly_smiling_face:

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