Give quotes more customisable fields

HubSpot Ideas
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Status: Delivered

Status history

1

On quotes - it would be really good to allow the quote receiver to fill in more information.

For instance we require details such as purchase order number, delivery address, invoice date, payment method etc.

It would be good if we could add in these fields for customers to fill in and then relay to a property.

It would save a lot of extra work trying to obtain this data and get it over to our internal teams to process.

This way it’s one quote with every detail. Saves everyone so much time and effort.

2

Hi! I am the product manager for Revenue Hub Quotes and have updated this to “delivered” as you can now add the following information to a quote and allow buyers to edit the information before accepting the quote:

  • Purchase Order #
  • Buyer Tax ID #
  • Buyer Company Name and Address
  • Billing Contact
  • Billing Address
  • Billing Company

Check out this knowledge base article for more information and let me know if there are any questions or feedback on this new feature!