HubSpot Ideas

BrianPotter

Add fields the user fills out on quotes

We have fields on our quotes that require information from the client during the quote acceptance phase (checkboxes next to terms, secondary address (if there is one), single line text fields, and a few multi-line text fields). It would be VERY helpful if we could add fields to the quote template builder that the client fills out during the signature/acceptance phase.

 

Even better would be assigning specific contacts added to the quote to fill out (or be allowed to) fill out the fields.

 

The filled out fields should appear on the signed quote.

 

Thanks!

3 Replies
PGarcesLamber
Participant

We need this functionality so badly, hope Hubspot can address it.

 

georgieh
Participant

1000% need this! 

MRoberts87
Member

Is there any update on whether or not this is in their product roadmap? 😫