Adding a plus one to this idea as it’s crucial for some customers with manual signatures.
Unfortunately only 1 out of 5 of the following quote status’ is actually an accurate reflection of status. The ability to manually update quote status would be very welcome to ensure data accuracy and wider adoption of the quote module.
Can we bump this up? I think we desperately need this…
Hi All I actually created a plugin solution to this which basically linked the backend of the Wordpress site to the quote section in hubspot. It’s integrated to the Stripe section so if the client pays by either bank transfer or stripe it updates across. Took a while but there are ways.
Any Update here? Seems like a quick-win and easy to implement.
absolutely necessary to do, also to use this as trigger for workflows.
It is definitely a necessity to be able to manually update a quote and seems like a very simple fix. Please add this capability as soon as possible!
That could be great !
Yes! We need this feature to track if something is signed or not. Having an attachment as a signed qyupte is not good enough. I want to see the quotes signed in the quotes area.
How is this not working, 3 years after the idea got submitted? Seems like a simple fix!
Any plan to implement this? Vital for reporting and workflows.
Not being able to change the status of quotes (and create personalized steps) is a huge lack of Hubspot and does not fit with the vision sold of personalization, lead follow-up powerful and the ability to produce reports >> Need to do “Excel” follow-up.
This is an old thread but fully applies in our case. Some of our clients physically sign their Quotes. There’s no way for us to adjust the status manually. Please look into this!
We also need this feature
Also, often we may send a quote but a client pays by check or some other means. I’d like to be able to mark a quote as paid in Hubspot if a payment was received outside of the quote e-payment.
Update?
Paind point for us - we send our quotes with the option for HubSpot Payments, but many of our customers still pay via check. This creates an extra step on our end, having to void the quote and manually create invoices just to be able to mark the deal as paid. Would love to convert to invoices even when there is a payment schedule.
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this would great, we have customers who could potentially split orders fron a single quote. it would be great to mark the items as won and the other items to be left as is
I desperately need this because it is messing up my reporting.
I have quotes that are signed, but I am listed as a contractor in their Gusto or Quickbooks accounts.
I don’t get paid through some of the quotes using HubSpot, but through these systems, and I need to have accurate data for overall revenue.
I don’t want to create a work around for this. It just makes things messy.