Agreed. The quote # is too long, and other than allowing us & our clients to differentiate multiple quotes, it serves no purpose, and looks rather silly being that long. Please shorten the quote #. I like the idea that is begins w/ the date, but it does not need 9 digits after that. Another idea would be to offer the hubspot user options on how they would like to # their quotes; by date followed by a chronological number beginning w/ 0001, or however many digits they feel they need or some other method.
In addition, this quote number needs to be a property that can be used in workflows and auto mailers and such.
The reference number definately needs to be searchable. As others have noted, many times customer submit PO’s with the reference number and it is difficult if there are multiple deals open with the same person.
I believe they enabled the quote ref. number to be searched in the deals
section.
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Brady Traeder
Brady, Can you type out instructions of how you are seeing it work? I have nothing to search that field.
Great news that we can finally search by Quote number! Thank you Hubspot!
Apologies sorry - this is still outstanding frustratingly. I was searching for the quote number under quotes!
Thank you!!!
I am unable to search for the quote number in deals… can someone detail out exactly how to do this? Thanks!
Wow, just realizing that this isn’t possible. Honestly this is dangerous that the search tool in Hubspot doesn’t at least return a link to the Deal that owns the Quote with that particular number. HS -- please implement this
Agreed, how do I tell a customer whom we created a quote for that the quote number that we generated doesn’t mean anything to the system that generated it?
That is an unnecessary and embarrassing conversation which doesn’t instill much hope that we know what we are doing on our end.
Help us look good by allowing us to search the quote numbers generated in the CRM in the CRM.
Considering this was asked for over 3 years ago and we have had zero movement. It speaks volumes to the commitment from HS. There is no way that anyone with any sense would not see this as an immediate need of the package.
“This makes the quote number meaningless and quotes incredibly difficult to track down.” “unessary and embarassing”
This is almost as bad not being able to add files as attachments to deals. Seems intentionally broken which is a hard thing to imagine.
I found a solution for this… You can search by quote number if you go to Sales Tab > and select Quotes from the drop down, then enter the quote number in the “search all quotes” bar on that page.
DSpringstroh
I found a solution for this… You can search by quote number if you go to Sales Tab > and select Quotes from the drop down, then enter the quote number in the “search all quotes” bar on that page.
This is what I was looking for… thanks!
Sweet baby jesus. Thank you for posting this!
THANK YOU, THANK YOU, THANK YOU!!!
I found a solution for this… You can search by quote number if you go to Sales Tab > and select Quotes from the drop down, then enter the quote number in the “search all quotes” bar on that page.
Thank you so much for this! Wonderful!!
Dec 6, 2021 2:22 PM
I found a solution for this… You can search by quote number if you go to Sales Tab > and select Quotes from the drop down, then enter the quote number in the “search all quotes” bar on that page.
Thank you for that! But in my case, I didn’t find it. Maybe my account has not the same permissions as you have. Can anyone help me with screenshots? That would be perfect!
Thank you again.
Searching by quote number is also crucial for our business. Customers will reference this number, or an excerpt of, now and in the future on their purchase orders, We tie this number to our ERP system, and having that connection be searchable is a major quality-of-life improvement for our order entry staff.
Thank you.
