HubSpot Ideas

JobA

Accept or reject quotes

Often we make more then one quote for the same deal. At the moment we have the following issues:

- The only way to keep just one quote is to delete the other ones
- The products in the quote are not updated to your "last quote" but stick to the values of the quote that was published last
- The only way to adjust the products in the deal is to reopen the last quote and publishing it again

It would help us enormously if we could approve just one quote and the following happens:

- All other quotes are rejected
- The products in the deal are updated to the accepted quote

1 Comentário
JobA
Membro

I meant to say in point 2: The products in the deal are not updated to your "last quote" but stick to the values of the quote that was published last (even if this is deleted)