Ability to Assign User Permissions for Quotes

egrotkin

Quote-specific user permissions to control for who can:

  • View
  • Edit
  • Publish
  • Delete 

Based on:

  • Owner (of Quote)
  • HubSpot Team
  • Everything 

 

11 Replies
AKettula
Participant | Diamond Partner

Thank you for submitting this! This would be another massive improvement for organisations looking to truly benefit from HubSpot's built-in tools for sales. I hope this topic draws more attention, soon.

A topic that walks somewhat hand-in-hand: https://community.hubspot.com/t5/HubSpot-Ideas/User-permission-settings-for-the-Line-Item-editor-Quo... --> user permissions for the "add / edit line items" section on deals and quotes.

OptiCoolBentley
Participant

The thought of giving an external representative /user full access to our company's pricing and the ability to see and edit costs is a very concerning risk that adds to the long list of challenges HubSpot needs to overcome to pull it from the Etsy Store CRM niche

HDupuis
Member

I added my upvote for this feature, as well.  We hire individual contractors and pay based on scope of work.  They don't have anything to do with quoting, billing or pricing clients, so we do not want them to be able to see contracts and quotes.  We won't be able to fully use the Deal feature in Hubspot and execute quotes and contracts until the ability to edit user permissions is available.

rachelGK
Member

This is crucial! We don't want anyone to be able to edit a quote and send it for esign, there could be errors in there that cost us revenue

olgab
Participant

It would be really important to be able to set these permissions.

XBERVARD-HEIN
Member

Je valide cette idée. Il faut prévoir des permissions pour les utilisateurs pour qu'il ne puisse consulter que certains, devis, facture et paiement.

BérangèreL
Community Manager

Bonjour @XBERVARD-HEIN et merci pour votre contribution.

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Bérangère.

outsane
Member

Upvoted.  I also request to add permissions for who can edit a Line Item.  Right now our reps can literally change the display name, description, etc. of our products on the Quote, which we would like to control.

EricaD
Participant

This is much needed! 

ASolares
Participant

This is much needed. In my company's case, we do not want any user/permission set to have access to create a quote as we require quotes to go through our POS.

Henrik_TeQflo
Member | Platinum Partner

Upvoted