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Alagappan
Member

Recording a history of offline quotes

SOLVE

Hello,

 

We have a complex customised quoting process which is better done offline than directly on HubSpot. However, our sales team would like to see a record of the quotes they have sent to clients to track how the deal amount has evolved. They do keep updating the deal amount when the quote changes but it doesn't give a very user-friendly summary of the changes. Is there a way to record offline quotes and use the same archive mechanism offered for online quotes sent from HubSpot?

Thanks

1 Accepted solution
Humashankar
Solution
Guide

Recording a history of offline quotes

SOLVE

Hi @Alagappan 

HubSpot doesn't have a native feature to record and archive offline quotes directly,

 

You can also give a try on the other possibilities by utilizing custom deal stages in HubSpot, tailoring them to your offline quoting process.

 

By creating stages like "Offline Quote Sent (v1)" and "Offline Quote Sent (v2)", your sales team can move deals through these stages as they iterate through offline quote versions.

 

This method leaves a clear timeline record within the deal itself, providing a quote history for your sales team.

 

While it may not be a built-in solution, this option offers a effective way to track and archive offline quotes within HubSpot.

 

Hope this helps - Happy to help further!!
Thank you very much and have a great one!
Warm regards

Humashankar VJ
HubSpot Community Champion and enthusiast | Engineering Manager

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0 Upvotes
2 Replies 2
Lebronen
Member

Recording a history of offline quotes

SOLVE

If your quoting process is better done offline, it seems to me that you could try creating a system for keeping track of deal changes using Google Sheets or other tools that you can integrate HubSpot with. Similar to managing updates for offline quotes, tracking progress or updates for such a site can also benefit from structured tracking systems. Integrating HubSpot with platforms that offer real-time analytics and reporting can provide a seamless way to monitor and analyze performance metrics

0 Upvotes
Humashankar
Solution
Guide

Recording a history of offline quotes

SOLVE

Hi @Alagappan 

HubSpot doesn't have a native feature to record and archive offline quotes directly,

 

You can also give a try on the other possibilities by utilizing custom deal stages in HubSpot, tailoring them to your offline quoting process.

 

By creating stages like "Offline Quote Sent (v1)" and "Offline Quote Sent (v2)", your sales team can move deals through these stages as they iterate through offline quote versions.

 

This method leaves a clear timeline record within the deal itself, providing a quote history for your sales team.

 

While it may not be a built-in solution, this option offers a effective way to track and archive offline quotes within HubSpot.

 

Hope this helps - Happy to help further!!
Thank you very much and have a great one!
Warm regards

Humashankar VJ
HubSpot Community Champion and enthusiast | Engineering Manager
0 Upvotes