HubSpot Ideas

R10

Create Quotes for other users

As someone who often has to create quotes for other team members, I would find it very helpful to be able to easily switch the "Your Info" contact info in a quote.

 

Currently, the quote creator is the default contact for the quote. If I need to change it to someone else (I typically need to change it from myself to the deal owner), I have to manually edit each name, email and phone number field. It would save me a lot of time if I could search and select another team member's contact rather than looking up this info and typing it in myself.

33 Replies
SRQ-marketer
Participant

@hubspotWhy is this taking so long?  Seriously holding up our ability to operate efficiently.

 

AaronM
Participant
Please make this a priority!
SRQ-marketer
Participant

Meanwhile, no response or comment from Hubspot...

 

AaronM
Participant
Time to send tweets out? They might respond quickly to those.
MSnider
Participant

High priority - we have a centralized sales operations function that creates the quote and need the option to change from 'sender/creater' to 'deal owner'

CophieSollins
Participant

It's bizarre that something so basic is not available. 

04926
Member

yes needed ASAP 

kirstenmhb
Participant

This is needed for my company in order to create quotes for sales people while they are on holiday / sick. 

QChéneau
Member

Je suis pour cette idée, ce serait très pratique !

EFalkenhaug
Member

Up-voting idea. Any update on this?

floughan
Participant

Agree. need this for our business as well

NickTT
Member

Much needed This would be a really big UX and productivity improvement for what would appear to be a simple thing to implement.

YLoesdau
Participant

this is SO important!