Hello Hubspot. Our business has projects life cycles that are up to 2 years long, however, our quotes only remain valid for 2 - 6 months, dependant on whether we are at the estimating end or the production end of a project. Therefore, having a quote closing date and separate publish until date would be extremely beneficial. As our clients are referencing the quote information for their estimating but aren’t necessarily “Printing” the quote for reference later. Then when it comes to revisit the quote and request an update based on price changes, they can’t even look at what was sent previously. Therefore, I would like to request that we have two dates. Quote closing date where the “offer” expires and publish until date, which enables viewinng of the initial quote that had been sent.
By not having the ability to see an expired quote, it creates friction in the sales cycle which you know slows or stops a sale. Could you please provide an update on this Idea.
Regards, Georgie