# Increased reporting for quotes **URL:** \ **Category:** HubSpot Ideas\ **Tags:** reports, products-quotes\ **Created:** [May 31, 2018, 7:09pm UTC](https://community.hubspot.com/t/increased-reporting-for-quotes/9031 "2018-05-31T19:09:02Z")\ **Posts on this page:** 20\ **Page:** 1
**Author:** ![Chemique](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/chemique/32/76463_2.png) [@Chemique](https://community.hubspot.com/u/Chemique)\ **Post date:** [May 31, 2018, 7:09pm UTC](https://community.hubspot.com/t/increased-reporting-for-quotes/9031/1 "2018-05-31T19:09:02Z")
We’re a B2B company with an external sales team. One report that our management staff tends to watch is “quotes per sales associate.” We’re pretty new to SalesPro and it’s quoting features. We are currently tracking this data manually and I feel like it might be a relativly easy, and useful add-in. Thanks for any consideration! ---
**Author:** ![AlanR](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/alanr/32/35608_2.png) [@AlanR](https://community.hubspot.com/u/AlanR)\ **Post date:** [January 23, 2019, 11:19am UTC](https://community.hubspot.com/t/increased-reporting-for-quotes/9031/2 "2019-01-23T11:19:13Z")
Thanks for raising this. I spoke to support about this yesterday as it’s also a critical KPI measure for our business. Our Productivity Dashboards show activity in terms of Call, Task, Email, Note, Meeting, and - ideally - Quotes would appear here too. Hopefully this is one that gets support as I would imagine many businesses would find value in being able to quickly view total numbers of quotes and to click through to the finer detail. I imagine it would be a relatively straight forward development to add it in. Thanks Alan ---
**Author:** ![tobyh](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/tobyh/32/84489_2.png) [@tobyh](https://community.hubspot.com/u/tobyh)\ **Post date:** [January 24, 2019, 9:34am UTC](https://community.hubspot.com/t/increased-reporting-for-quotes/9031/3 "2019-01-24T09:34:33Z")
Yes this would be a good addition to help sales teams see the success of their efforts in more detail. Hope it gets developed. ---
**Author:** ![RasmusSommer](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/rasmussommer/32/41813_2.png) [@RasmusSommer](https://community.hubspot.com/u/RasmusSommer)\ **Post date:** [March 26, 2019, 12:56pm UTC](https://community.hubspot.com/t/increased-reporting-for-quotes/9031/4 "2019-03-26T12:56:56Z")
Thanks for raising this. Hope it gets developed soon! ---
**Author:** ![Kmoloo](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/kmoloo/32/92468_2.png) [@Kmoloo](https://community.hubspot.com/u/Kmoloo)\ **Post date:** [May 21, 2019, 7:38pm UTC](https://community.hubspot.com/t/increased-reporting-for-quotes/9031/5 "2019-05-21T19:38:48Z")
In addition to quotes per sales rep, I’d like to see a report or object area that can show all quotes on a single screen. ---
**Author:** ![Pelegdanielle](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/pelegdanielle/32/48165_2.png) [@Pelegdanielle](https://community.hubspot.com/u/Pelegdanielle)\ **Post date:** [October 25, 2019, 2:26am UTC](https://community.hubspot.com/t/increased-reporting-for-quotes/9031/6 "2019-10-25T02:26:55Z")
Agreed, would be very helpful! ---
**Author:** ![GordonP](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/gordonp/32/23646_2.png) [@GordonP](https://community.hubspot.com/u/GordonP)\ **Post date:** [December 18, 2019, 6:54am UTC](https://community.hubspot.com/t/increased-reporting-for-quotes/9031/7 "2019-12-18T06:54:57Z")
Totally agree. Our client would find it really useful to eport on the Quotes done by the team, and/or per team member. Plus, each Quote template should have a field for Terms & Conditions. Theses are crucial for most businesses to add into their quotation documents. Currently, having to do this by ‘Snippets’ is not efficient for each rep to do every time they create a quote. ---
**Author:** ![ChrisHughes](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/chrishughes/32/30191_2.png) [@ChrisHughes](https://community.hubspot.com/u/ChrisHughes)\ **Post date:** [December 20, 2019, 1:28pm UTC](https://community.hubspot.com/t/increased-reporting-for-quotes/9031/8 "2019-12-20T13:28:43Z")
This would be great to have so we can track how many quotes are sent daily and by whom. Also helps track success and conversion ---
**Author:** ![ALEasterly](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/aleasterly/32/1317_2.png) [@ALEasterly](https://community.hubspot.com/u/ALEasterly)\ **Post date:** [January 9, 2020, 9:33pm UTC](https://community.hubspot.com/t/increased-reporting-for-quotes/9031/9 "2020-01-09T21:33:17Z")
I would like to see quotes as an option in reporting and lists. In addition, payment made / quote signed / quote approved would be even more useful if the were added to events (and sales productivity) as mentioned above. ---
**Author:** ![Susana1](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/susana1/32/61905_2.png) [@Susana1](https://community.hubspot.com/u/Susana1)\ **Post date:** [March 3, 2020, 9:48am UTC](https://community.hubspot.com/t/increased-reporting-for-quotes/9031/10 "2020-03-03T09:48:53Z")
While a report is created at least one “export” option in this screen would be ok for the meantime… this tool with no data extract losses its force! ![quotes.gif](https://d2qpr2jzcazej7.cloudfront.net/original/2X/6/6dcbc0cee6c8234890695965a083516302adbc8e.gif) ---
**Author:** ![CSGerdes](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/csgerdes/32/99678_2.png) [@CSGerdes](https://community.hubspot.com/u/CSGerdes)\ **Post date:** [March 11, 2020, 1:15pm UTC](https://community.hubspot.com/t/increased-reporting-for-quotes/9031/11 "2020-03-11T13:15:36Z")
Pretty mind-boggling that this idea was created in 2018, and now in 2020, the suggestion still hasn’t been added to HubSpot. This seems like a super easy thing to add.. Really sad face ---
**Author:** ![HannahTeehan](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/hannahteehan/32/62359_2.png) [@HannahTeehan](https://community.hubspot.com/u/HannahTeehan)\ **Post date:** [April 2, 2020, 6:50am UTC](https://community.hubspot.com/t/increased-reporting-for-quotes/9031/12 "2020-04-02T06:50:58Z")
I agree, this is a really important feature for us. Will add huge value for both our sales and marketing teams ---
**Author:** ![MattiT](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mattit/32/35493_2.png) [@MattiT](https://community.hubspot.com/u/MattiT)\ **Post date:** [May 12, 2020, 7:42am UTC](https://community.hubspot.com/t/increased-reporting-for-quotes/9031/13 "2020-05-12T07:42:21Z")
In sales quotes are an integral KPI to be reported in any business. Additionally, sales forecast is also needed. THis is where HubSpot does not excel at all. Please enable quote reporting and sales forecasting. ---
**Author:** ![lhehr](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/lhehr/32/32521_2.png) [@lhehr](https://community.hubspot.com/u/lhehr)\ **Post date:** [May 18, 2020, 1:27pm UTC](https://community.hubspot.com/t/increased-reporting-for-quotes/9031/14 "2020-05-18T13:27:02Z")
I think this is an integral feature and should be done as soon as possible. I can’t report correctly on quotes as the current reporting feature using Deals isn’t 100% accurate and have been told I am missing some from my reports. I spend more manual time now making sure the reports are 100% than I did using our old system! Would love to hear of a report that works for you for Quotes Created and Quotes Won! I am using two deals reports but because they are all based off of when the Deal was created, not when the quote was created, it isn’t accurate. Also, the quote creation isn’t an activity! So we can’t report off of Activities either 😞 Lisa ---
**Author:** ![dnelson](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/dnelson/32/29074_2.png) [@dnelson](https://community.hubspot.com/u/dnelson)\ **Post date:** [May 18, 2020, 6:49pm UTC](https://community.hubspot.com/t/increased-reporting-for-quotes/9031/15 "2020-05-18T18:49:26Z")
Empty ---
**Author:** ![alistairmaher](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/alistairmaher/32/44643_2.png) [@alistairmaher](https://community.hubspot.com/u/alistairmaher)\ **Post date:** [May 29, 2020, 9:55am UTC](https://community.hubspot.com/t/increased-reporting-for-quotes/9031/16 "2020-05-29T09:55:33Z")
Hi all, i would love to share some ideas and thoguhts on the Quotes Package of what we would find useful additions. It is a great tool to have within Hubspot and with some development will be a major asset. Here are my thoughts: - Enable custom branding - colour schemes and logos - Reporting, Reporting, Reporting - Per sales person - Team performance - Conversion rate - Avg order - Time to close - etc - You need to be able to analays the margins and profitability of the quotes at an immediate glance - Products AND labour items to help differentiate between material costs and labour (appreciate that may not apply to all businesses) These are some initial ideas I can see that would be a huge selling point for Hubspot and what we consider essential in order to use this functionality. WOuld love to hear some other peoples thoughts. Thanks ---
**Author:** ![danielbumby](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/danielbumby/32/102945_2.png) [@danielbumby](https://community.hubspot.com/u/danielbumby)\ **Post date:** [July 24, 2020, 10:12am UTC](https://community.hubspot.com/t/increased-reporting-for-quotes/9031/17 "2020-07-24T10:12:25Z")
This is a must for me and our team, the ability to report on quotes is critical We need to be able to see margin per quote as we work on profit not revenue ---
**Author:** ![ALEasterly](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/aleasterly/32/1317_2.png) [@ALEasterly](https://community.hubspot.com/u/ALEasterly)\ **Post date:** [August 24, 2020, 3:22pm UTC](https://community.hubspot.com/t/increased-reporting-for-quotes/9031/18 "2020-08-24T15:22:30Z")
I would love to be able to update Quote / Deal associations from the “quotes” page! ---
**Author:** ![gavlar0](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/gavlar0/32/13631_2.png) [@gavlar0](https://community.hubspot.com/u/gavlar0)\ **Post date:** [October 13, 2020, 1:45pm UTC](https://community.hubspot.com/t/increased-reporting-for-quotes/9031/19 "2020-10-13T13:45:34Z")
We are just about to use quotes in our new Sales Pro and this is going to be so critical to our process, really looking forward to see this soon ---
**Author:** ![PLachance](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/plachance/32/14727_2.png) [@PLachance](https://community.hubspot.com/u/PLachance)\ **Post date:** [December 14, 2020, 4:37pm UTC](https://community.hubspot.com/t/increased-reporting-for-quotes/9031/20 "2020-12-14T16:37:38Z")
Adding my support for this idea, this leaves a large gap in the quote feature. [Next page](https://community.hubspot.com/t/increased-reporting-for-quotes/9031.md?page=2)