Create a quote from the APP

DennisHart

Our outside sales guys can't build a quote from the app. So it's either they open HubSpot in a browser (delicate and difficult) or my inside team needs to create the quote and email it - which is inherantly error prone. Also, a customer is signing their quote on their own device. Why have an outside rep if they aren't even asking someone to "sign here." They can still confirm via e-mail.  

 

I feel like Outside Sales deserve to have the quote functionality in the APP. Maybe it won't work on an iphone (although I don't see why it wouldn't) but at least on an ipad. It makes it harder to go 100% digital when you can't SHOW a quote then have the customer SIGN it. 

 

 

HubSpot updates
2 Replies
Jeebs111
Member

Has this been resolved? I would also like to build quotes on my iPhone app. thanks 

JJohnson5
Member

Has a solution been found to this issue yet? This would be an extremely helpful feature that would increase productivity on the road and decrease office time.