Would be awesome to be able to TURN OFF or hide the Create Quote button when HubSpot’s default quote functionality isn’t the desired CPQ/Quoting tool of choice!
Situations:
When no quotes are active/used by the platform
Permissions in sales access to limit access to quotes
I’m surprised this request is not popular, we are using an external system to generate quotes & invoices, we should be able to hide this option or at least to set only specific users for this action.
We have the same issue. We need a way to hide/turn off the ability to create HubSpot quotes. We use a third party CPQ tool that better fits our needs. People still having access to create quotes in HubSpot is causing confusion and issues with adoption.