Hi folks, Tori here, product manager for our quotes tool. I’m excited to announce that quotes in the custom report builder is now in beta. This will allow users to report on quote status, value, and owner among other properties. Potential reports include: <
- quote amount($) per owner(rep)
- number of outstanding quotes that have yet to be paid by owner(rep)
- number of quotes that have been signed but not paid
If you would like to be included in this beta, please message your success manager. If you are unsure of who your CSM is, please contact customersuccessteam@hubspot.com.