Dashboards & Reporting

PWatts0
Contributor

Quote Reporting

SOLVE

Is there a way to pull a report of all quotes SIGNED in a certain date range? 

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1 Accepted solution
JessicaBaskey
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Quote Reporting

SOLVE

Hi @PWatts0,

 

I hope you're doing well. 
I think that depends on your setup.
Can you confirm if and how you are somehow storing the information on when a quote has been signed (for example with the esign date)?

Screenshot 2024-10-01 at 21.45.24.png

 

Best,

Jess

Jessica Hörnschemeyer

HubSpot Expert⎮ Implementation and Consultation

Baskey Digital

emailAddress
jessica@baskey.eu
website
www.baskeydigital.com
Book a consultation

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2 Replies 2
JessicaBaskey
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Quote Reporting

SOLVE

Hi @PWatts0,

 

I hope you're doing well. 
I think that depends on your setup.
Can you confirm if and how you are somehow storing the information on when a quote has been signed (for example with the esign date)?

Screenshot 2024-10-01 at 21.45.24.png

 

Best,

Jess

Jessica Hörnschemeyer

HubSpot Expert⎮ Implementation and Consultation

Baskey Digital

emailAddress
jessica@baskey.eu
website
www.baskeydigital.com
Book a consultation
PWatts0
Contributor

Quote Reporting

SOLVE

Can you clarify what you mean by storing the quote? It is housed in quotes in HubSpot. We also store a copy in a digital file on the network. 

 

0 Upvotes