Hi, is there a way to extract the list of contacts or companies associated to quotes?
Thank you for posting in the Community!
We do not have a quick way to do this, but I can think of an alternative with a workflow, by following those steps:
1. Create a custom contact property and a custom company property.
2. Use a deal-based workflow (it requires a Sales Hub Pro)
3. As a criteria, use a Quote property (for example, ID is known)
4. Add an action > Set property value > Choose the custom property you have created and give it the value you want - it will give this value to all the associated contacts and companies of the deal that was enrolled in the workflow.
You can then use this property in a list or in a report that you can then export.
Hope that helps.
Have a lovely day,
Tiphaine.
Note: You cannot use a Quote property as a trigger without enterprise…