The ability to filter for and manage quotes is severely lacking. You can go to Sales > Quotes and see a list of quotes, but you can’t introduce filtered views like you can for Deals or other objects in HubSpot. In addition to having more complete options for filtering, my clients would like the ability to see the standard object page layout for a quote so that the quote details appear in the left panel, the timeline appears in the center panel, and the associated objects (contacts, company, deal) appears in the right panel. As it stands right now, if you want to access an associated object records or edit the quote, you must copy information from the quote (like the recipient’s email address) and paste it into a HubSpot search field in another tab. Then if you want to locate the associated Deal (because you want to edit it or update the Deal timeline), you have to navigate to the Deal from the contact or company record. It is highly cumbersome and inefficient.
Status: Idea Submitted
I thing that this would be a great upgrade or feature. I find the same problem today, I wish i could download quotes in an specific timeline and filter them as I need them. I can only download the integrity of quotes in pdf files. It would be great if we could have also the option to download it as a report xlsx. There is not even an option to do a report in the ‘Reporting & Data’ segment with quotes.