We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote.
We'd like to suggest:
- Ability to clone a quote to a new quote draft
- Draft opens at beginnig of workflow but with all fields fillled in as per previous version.
- Version codes could even be automated.
We understand why the original quote can't be edited, but a clone function would help alleviatea fairly thankless repetitive task, which is, after all, what Hubspot is all about!
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Products & Quotes