# Default Quote Countersigner

**URL:** <https://community.hubspot.com/t/default-quote-countersigner/52440>\
**Category:** HubSpot Ideas\
**Tags:** user-management-permissions, object\
**Created:** [March 2, 2022, 5:20pm UTC](https://community.hubspot.com/t/default-quote-countersigner/52440 "2022-03-02T17:20:50Z")\
**Posts on this page:** 8\
**Page:** 1

<div class="post-metadata">

**Author:** ![callie](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/callie/32/93038_2.png) [@callie](https://community.hubspot.com/u/callie)\
**Post date:** [March 2, 2022, 5:20pm UTC](https://community.hubspot.com/t/default-quote-countersigner/52440/1 "2022-03-02T17:20:50Z")

</div>

When Sales Reps choose to add a countersigner to a quote, the option is a picklist of HubSpot users. However, that list includes deactivated users. Two ideas to resolve:

- option of assigning a default counter signer, per pipeline, so that if a countersigner is necessary, the Sales Rep does not need to think about where it should go.
- Make “Deal countersigner” part of role permissions so at least the list to choose from are people that should actually be a countersigner

Additionally, if neither of the two options work, deactivated users should never be available as an option to choose in a quote once they are no longer active.

---

<div class="post-metadata">

**Author:** ![Jaycee\_Lewis](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jaycee_lewis/32/61352_2.png) [@Jaycee\_Lewis](https://community.hubspot.com/u/Jaycee_Lewis)\
**Post date:** [March 2, 2022, 7:11pm UTC](https://community.hubspot.com/t/default-quote-countersigner/52440/2 "2022-03-02T19:11:51Z")

</div>

Brilliant idea 💡 Added my upvote!

---

<div class="post-metadata">

**Author:** ![CBates](https://avatars.discourse-cdn.com/v4/letter/c/3bc359/32.png) [@CBates](https://community.hubspot.com/u/CBates)\
**Post date:** [December 12, 2022, 6:39pm UTC](https://community.hubspot.com/t/default-quote-countersigner/52440/3 "2022-12-12T18:39:19Z")

</div>

Yes!!! Please. Not having this slows down the sales process and items fall through the cracks.

---

<div class="post-metadata">

**Author:** ![tarnoldd](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/tarnoldd/32/21474_2.png) [@tarnoldd](https://community.hubspot.com/u/tarnoldd)\
**Post date:** [May 25, 2023, 1:47am UTC](https://community.hubspot.com/t/default-quote-countersigner/52440/4 "2023-05-25T01:47:54Z")

</div>

Hey Team, having a default user pre-selected reduces the manual work of having to select a user on each quote each time!

---

<div class="post-metadata">

**Author:** ![TonyAmorelli](https://avatars.discourse-cdn.com/v4/letter/t/fbc32d/32.png) [@TonyAmorelli](https://community.hubspot.com/u/TonyAmorelli)\
**Post date:** [July 13, 2023, 3:55pm UTC](https://community.hubspot.com/t/default-quote-countersigner/52440/5 "2023-07-13T15:55:10Z")

</div>

We need this. We also need to enforce that countersigning always be enabled. It’s imperative to ensure that A) Our reps cannot distribute quotes without countersigning enabled, and B) Cannot choose who the countersigner is.

---

<div class="post-metadata">

**Author:** ![GHodgson6](https://avatars.discourse-cdn.com/v4/letter/g/dfb087/32.png) [@GHodgson6](https://community.hubspot.com/u/GHodgson6)\
**Post date:** [April 23, 2024, 1:43pm UTC](https://community.hubspot.com/t/default-quote-countersigner/52440/6 "2024-04-23T13:43:03Z")

</div>

Great idea!

---

<div class="post-metadata">

**Author:** ![ALane4](https://avatars.discourse-cdn.com/v4/letter/a/ecae2f/32.png) [@ALane4](https://community.hubspot.com/u/ALane4)\
**Post date:** [April 23, 2024, 4:34pm UTC](https://community.hubspot.com/t/default-quote-countersigner/52440/7 "2024-04-23T16:34:26Z")

</div>

Thanks for posting this

---

<div class="post-metadata">

**Author:** ![CarlosDutra](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/carlosdutra/32/21247_2.png) [@CarlosDutra](https://community.hubspot.com/u/CarlosDutra)\
**Post date:** [May 17, 2024, 3:16pm UTC](https://community.hubspot.com/t/default-quote-countersigner/52440/8 "2024-05-17T15:16:04Z")

</div>

Great idea!
