HubSpot Ideas

MagdaPrichodko

Choose business unit while creating a quote & Business units in reports

We need the possibility to add another business unit info and let our sales reps choose the business unit shown on a quote.

And we need to have reports by business units! 

2 Replies
BLewty
Participant | Diamond Partner

This would be really handy. Currenly our client has to go in and manually change the company name and address details for any quote sent from a separate business unit. 

LVuorinen
Participant | Diamond Partner

This would be very useful! Alot of clients might have multiple brands (with their own visual outlook) inside one portal. Currently for example the e-signature verification email for quotes only supports one logo, the one that is set as a default logo in the settings. This unfortunately might create confusion among the customers.