Dashboards & Reporting

PWatts0
投稿者

Quote Reporting

解決

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

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JessicaBaskey
解決策
トップ投稿者 | Platinum Partner
トップ投稿者 | Platinum Partner

Quote Reporting

解決

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件の返信
JessicaBaskey
解決策
トップ投稿者 | Platinum Partner
トップ投稿者 | Platinum Partner

Quote Reporting

解決

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
投稿者

Quote Reporting

解決

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. 

 

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