When creating a quote, the personal information is automatically dragged into the quote. There should be an option to easily adjust the quote owner. Now you can only manually change the information. Which takes up a lot of time each time.
Status: Idea Submitted
Not being able to create a quote for another team member and making them owner is dumb - Why is this not a feature? I can create a Deal for another team member.
This will be a great fix, as we have sales people leave and new comes in and we want to change the name on the old quotes.
It should be as simple as change the deal owner you cshould be able to close and change the name inside each quote.
Will be great help @hubspot team.
Alaa
@AlaaIsmail @hubspot It really should be as simple as that
Yes this feels like very basic functionality and would be a quick win for HubSpot to do. My team is discouraged from using Quotes because of this issue.