As a salesperson, I need to be able to track when a quote is viewed, and clicked on so that I can more astutely engage with the customer who the opportunity is with.
Putting on my product manager hat, I would suggest that HubSpot Sales users are able to not only see views and link clicking, but that you would also enable deeper analytics like those found in Hotjar...i.e. heatmapping & Session recording while the customer guest is viewing the web-hosted quote.
Thanks for the great ideas, everyone! I'm happy to mark this request as delivered! Now, you can track when a quote has been viewed, downloaded, printed, etc. as part ofHubSpot’s CPQ tools. Try it out and let us know if you have any feedback or suggestions for further improvement.
This idea's status has changed from ‘Being Reviewed’ to ‘Idea Submitted’. This change is due to our improvement project to update our Ideas Forum statuses in order to provide better transparency into how we are listening to your feedback.
“Idea Submitted” means that our product teams are aware of this feedback and are monitoring the need for this feature alongside other inputs that determine their priorities & roadmap.
For more details about the statuses we use on the Ideas Forum & what they mean, you can read this community post here.
I'd like to use this functionality to set a workflow sending an email notification to the sales rep that a contact has viewed a quote. This would be a good time for them to call the contact to see if they have any questions.
Perfeito, se tivermos as mesmas percepções que temos em documentos já ajudaria muito. Saber quanto tempo a pessoa passou no orçamento além de quantas vezes foi acessado.
This would be a great functinality to have. Its odd that it doesnt exist as other email opens and link clicks are tracked. Knowing when a prospect has opened a quote is important information in terms of sales follow ups and informing conversations with them.
We'd love the option to see analytics on HS quotes we send i.e. opens / click / forwarded on / who's done these actions so we can be more strategic in our actions.
Completely agree on this idea and think this functionality would be fantastic (had this before on previously used quotation / proposal / contract tools) and it's very helpful to plan future communications / progression with the prospect or client - would love to see this implimented on HS quotating!
Couldn't agree more with this requirement! If the tool is to compete with other solutions with native integrations (such as PandaDoc or DocuSign), reps need to be able to see when a quote has been opened, clicked, started as well as signed - ie everything inbetween sending it and getting it back.
Super important for chasing down sent quotes.
@ethankopit you mentioned this is in planning which is amazing news, any possibility you could give an update on timelines?
Essential capability. Honestly what is the point of a feature that only allows you to send an quote by email into the ether with no idea of delivery success? Especially when other parts of the suite have delivery success tracked. Needs addressing asap.
