# Restricting Quotes **URL:** \ **Category:** HubSpot Ideas\ **Tags:** products-quotes\ **Created:** [January 29, 2020, 2:38pm UTC](https://community.hubspot.com/t/restricting-quotes/18440 "2020-01-29T14:38:54Z")\ **Posts on this page:** 20\ **Page:** 1
**Author:** ![AleM](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/alem/32/43872_2.png) [@AleM](https://community.hubspot.com/u/AleM)\ **Post date:** [January 29, 2020, 2:38pm UTC](https://community.hubspot.com/t/restricting-quotes/18440/1 "2020-01-29T14:38:54Z")
Hey there, Upon setting up user permissions for our team, I realized we cannot restrict access to quotes. For an organization that uses external means of invoicing, this can come with a downfall. It would be useful to restrict access to using the quotes service. ---
**Author:** ![dflynt](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/dflynt/32/61905_2.png) [@dflynt](https://community.hubspot.com/u/dflynt)\ **Post date:** [October 12, 2020, 4:28pm UTC](https://community.hubspot.com/t/restricting-quotes/18440/2 "2020-10-12T16:28:57Z")
We have our Sales Reps create Deals and our Customer Service team create Quotes. It would be nice to have the ability to disable the ability for Sales to create quotes via security. ---
**Author:** ![AdSimon](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/adsimon/32/76463_2.png) [@AdSimon](https://community.hubspot.com/u/AdSimon)\ **Post date:** [June 2, 2021, 5:16pm UTC](https://community.hubspot.com/t/restricting-quotes/18440/3 "2021-06-02T17:16:18Z")
Needed! Our sales reps shouldn’t have the ability to adjust pricing but should be able to send quotes. Our pricing is set for each customer group. ---
**Author:** ![CArquette](https://avatars.discourse-cdn.com/v4/letter/c/d26b3c/32.png) [@CArquette](https://community.hubspot.com/u/CArquette)\ **Post date:** [August 29, 2023, 7:46pm UTC](https://community.hubspot.com/t/restricting-quotes/18440/4 "2023-08-29T19:46:08Z")
Is there a solution for this? We want to allow access to the deal but restrict who can create/edit quotes. ---
**Author:** ![BMilaszkiewicz](https://avatars.discourse-cdn.com/v4/letter/b/dec6dc/32.png) [@BMilaszkiewicz](https://community.hubspot.com/u/BMilaszkiewicz)\ **Post date:** [October 5, 2023, 6:19am UTC](https://community.hubspot.com/t/restricting-quotes/18440/5 "2023-10-05T06:19:51Z")
We need HubSpot to implement this please!! We have users creating quotes incorrectly which we have no way of managing and it’s causing chaos within the sales community, not to mention the additional work having to requote, honour incorrect pricing…etc… ---
**Author:** ![CArquette](https://avatars.discourse-cdn.com/v4/letter/c/d26b3c/32.png) [@CArquette](https://community.hubspot.com/u/CArquette)\ **Post date:** [October 5, 2023, 1:52pm UTC](https://community.hubspot.com/t/restricting-quotes/18440/6 "2023-10-05T13:52:55Z")
I have a custom permissions set that allows users to view deals but unable to add/modify quotes. It isn’t explicitly called out in the setting but would be nice if it was. ---
**Author:** ![Viddy](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/viddy/32/106434_2.png) [@Viddy](https://community.hubspot.com/u/Viddy)\ **Post date:** [October 18, 2022, 12:32am UTC](https://community.hubspot.com/t/restricting-quotes/18440/7 "2022-10-18T00:32:38Z")
hi team, posting on behalf of my customer. They are hoping to be able to prevent their users from editing line items in a quote. Currently, we can limit a user’s permission to prevent them from creating a new line item on the quote level but we can’t restrict them from editing the line item that is already associated with the deal. Adding the ability to toggle on/off permissions for this will be super helpful for users as it helps to prevent any errors that may arise from users accidentlly editing the line item when sending the quote out. ---
**Author:** ![mzebib68](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mzebib68/32/100717_2.png) [@mzebib68](https://community.hubspot.com/u/mzebib68)\ **Post date:** [June 12, 2023, 12:12pm UTC](https://community.hubspot.com/t/restricting-quotes/18440/8 "2023-06-12T12:12:44Z")
@Viddy , did you get any answer or workaround on this? we are facing the same issue regarding the unit price edition ---
**Author:** ![GSchlegel](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/gschlegel/32/77566_2.png) [@GSchlegel](https://community.hubspot.com/u/GSchlegel)\ **Post date:** [January 2, 2024, 4:34pm UTC](https://community.hubspot.com/t/restricting-quotes/18440/9 "2024-01-02T16:34:17Z")
Actually this behaviour allows sales reps to circumvent the “not allowed to create line items” setting by just overwriting an existing line item. That is pretty bad, because telling your customer “my sales rep put something on the quote we do not even sell / produce / have in stock” is something you do not want te tell your customer. ---
**Author:** ![mfoldager](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mfoldager/32/84335_2.png) [@mfoldager](https://community.hubspot.com/u/mfoldager)\ **Post date:** [November 30, 2022, 9:02am UTC](https://community.hubspot.com/t/restricting-quotes/18440/10 "2022-11-30T09:02:00Z")
We use workflows and automation to set the line items for deals and carry them over to quotes without our reps having to modify them. We would like to be able to lock down the line items, so they are not able to modify them at all themselves. ---
**Author:** ![mzebib68](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mzebib68/32/100717_2.png) [@mzebib68](https://community.hubspot.com/u/mzebib68)\ **Post date:** [June 12, 2023, 12:11pm UTC](https://community.hubspot.com/t/restricting-quotes/18440/11 "2023-06-12T12:11:55Z")
@mfoldager did you get any answer or workaround on this? we are facing the same issue regarding the unit price edition ---
**Author:** ![BMilaszkiewicz](https://avatars.discourse-cdn.com/v4/letter/b/dec6dc/32.png) [@BMilaszkiewicz](https://community.hubspot.com/u/BMilaszkiewicz)\ **Post date:** [October 6, 2023, 6:47am UTC](https://community.hubspot.com/t/restricting-quotes/18440/12 "2023-10-06T06:47:38Z")
@CArquette could you share how you set this up? I have tried and failed so far! ---
**Author:** ![CArquette](https://avatars.discourse-cdn.com/v4/letter/c/d26b3c/32.png) [@CArquette](https://community.hubspot.com/u/CArquette)\ **Post date:** [October 6, 2023, 2:17pm UTC](https://community.hubspot.com/t/restricting-quotes/18440/13 "2023-10-06T14:17:37Z")
If I’m not mistaken, the below takes the ability away to quote. If you are a super admin, give the below a try and login as one of the users to confirm. ![CArquette_0-1696601803225.png](https://d2qpr2jzcazej7.cloudfront.net/original/2X/0/0ab75ee7d6b9ff8ce738339b44791dd1a5fcf704.png) ---
**Author:** ![danielk78](https://avatars.discourse-cdn.com/v4/letter/d/919ad9/32.png) [@danielk78](https://community.hubspot.com/u/danielk78)\ **Post date:** [November 22, 2023, 6:21pm UTC](https://community.hubspot.com/t/restricting-quotes/18440/14 "2023-11-22T18:21:13Z")
Is there a solution for this? We really need to have a way to give users access to the deals but restrict who can create/edit quotes. ---
**Author:** ![danielk78](https://avatars.discourse-cdn.com/v4/letter/d/919ad9/32.png) [@danielk78](https://community.hubspot.com/u/danielk78)\ **Post date:** [November 22, 2023, 6:27pm UTC](https://community.hubspot.com/t/restricting-quotes/18440/15 "2023-11-22T18:27:12Z")
What will work, just as an idea here is to have a way to restrict access to Prices, to enable this ![danielk78_0-1700677566626.png](https://d2qpr2jzcazej7.cloudfront.net/original/2X/3/3d16f3a9507f10dec2c20b9a3b0bccebcd9425dd.png) ---
**Author:** ![CArquette](https://avatars.discourse-cdn.com/v4/letter/c/d26b3c/32.png) [@CArquette](https://community.hubspot.com/u/CArquette)\ **Post date:** [November 22, 2023, 6:50pm UTC](https://community.hubspot.com/t/restricting-quotes/18440/16 "2023-11-22T18:50:22Z")
If they turn that on, it would be great. For now, I have restricted users from being able to edit the deal and then they cannot quote. ---
**Author:** ![SPasinechki](https://avatars.discourse-cdn.com/v4/letter/s/2acd7d/32.png) [@SPasinechki](https://community.hubspot.com/u/SPasinechki)\ **Post date:** [February 5, 2024, 9:49am UTC](https://community.hubspot.com/t/restricting-quotes/18440/17 "2024-02-05T09:49:44Z")
Similar case here. We want a specific team to create quotes, but not be able to send them out. ---
**Author:** ![Jeroen18](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jeroen18/32/13631_2.png) [@Jeroen18](https://community.hubspot.com/u/Jeroen18)\ **Post date:** [March 18, 2024, 1:56pm UTC](https://community.hubspot.com/t/restricting-quotes/18440/18 "2024-03-18T13:56:02Z")
Huspot has released (Q4 23) functionality to **archive/delete signed quotes and quotes pending signature**. **Everybody** can archive signed quotes and delete quotes pending signature, without a possibility to undo this, and without even leaving a trace… Permissions to edit (delete / archive) quotes is no longer a “could have” or “should have”, but a MUST HAVE. ---
**Author:** ![EricaD](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ericad/32/2490_2.png) [@EricaD](https://community.hubspot.com/u/EricaD)\ **Post date:** [January 16, 2025, 12:18am UTC](https://community.hubspot.com/t/restricting-quotes/18440/19 "2025-01-16T00:18:03Z")
How is it not possible to turn off access to quotes?! This is crazy. I can not believe that this is the case. Please update user rights to allow this to be turned off. ---
**Author:** ![BSong](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/bsong/32/82945_2.png) [@BSong](https://community.hubspot.com/u/BSong)\ **Post date:** [January 16, 2025, 12:22am UTC](https://community.hubspot.com/t/restricting-quotes/18440/20 "2025-01-16T00:22:04Z")
Agreed with this, having permissions to restrict quotes is essential for overall security. If a user has access to quotes that is also access to company and contact information that we restrict them from in HubSpot, making it for naught. [Next page](https://community.hubspot.com/t/restricting-quotes/18440.md?page=2)