Custom Quote Template Beta

Marine
Participant

Report on quoted products

SOLVE

Hello,

 

I'm trying to find a way to create a report on the products that are associated to quote/deals from the product library. So that I can track which products are the most quoted, which ones are not sold enough...

 
I didn't find a way to do this yet. Can you help?
 
Thanks,
Marine
0 Upvotes
1 Accepted solution
mangelet
Guide | Platinum Partner
Guide | Platinum Partner

Report on quoted products

SOLVE

@Marine I recommend having a custom report based on deals and line-items for that. We've done this many times. Hope it helps!

Martin Angeletti
HubSpot Veteran (12+ years)

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2 Replies 2
mangelet
Guide | Platinum Partner
Guide | Platinum Partner

Report on quoted products

SOLVE

@Marine I recommend having a custom report based on deals and line-items for that. We've done this many times. Hope it helps!

Martin Angeletti
HubSpot Veteran (12+ years)

Worried about messing up your HubSpot? I've got your back.

Join the thousands of people who have discovered how to avoid problems with simple tricks and have started to dominate HubSpot (and not be dominated).

️ Don't get left behind.

→ Click the subscribe button and scroll down to find the opt-in box.

Subscribe

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PamCotton
Community Manager
Community Manager

Report on quoted products

SOLVE

Hello @Marine, thank you for the information,  I will add some top contributors into this conversation @Dan1@NicoleSengers @Jonno_Price  what would you recommend to @Marine matter?

 

Thank you,

Pam

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