In our business, a prospect takes a while to land. If we have a deal in the pipeline and a quote that’s active, it will almost certainly change over time. We might quote 5-8 different times (or more!) before winning. Sometimes product quantities change, sometime products are added or removed, sometimes pricing changes, etc. Sometimes some people in the buying committee might ask for certain options. so we’ll present them too.
We need some way to track the changes in different quote rev’s so people can understand the history of the prospect - without saving .pdf’s separately and/or creating a whole new quote each time. Google Docs allows revisions of documents, restoring old rev’s, etc. Perhaps the same kind of idea would be good here for quote versions?
I’m sure I’m not the only one to have this challenge, so it would be a great feature to add!
This is critical to us as we have a fairly long sell cycle and it is quite common for a prospect to change options, configuration, etc, several times during the sales process. There is no way to track the versions of a quote other than downloading a PDF, uploading it as an attachment (OMG, HubSpot attachments are a disaster!), and then creating a new quote.
This si something very basic in every business, quotes change after negociations or even customer requirement changes when they learn more about products being offered.
Like to know if this feature is now available or when it will be avalable? Any Plan?
