Creating a quote using my iPad’s web browser (can’t do it)
When I create a quote with line items, it takes me to the screen with step one for entering the quote details, but there is no "next" button to proceed to the next page and stage of the quote prep???
Can quotes ONLY be done using a desktop for HubSpot?
Same here. I can sometimes get it to appear with a full restart, but not every time. This is a huge inconvenience as I travel a lot for work and take my iPad instead of lugging a laptop around
I have a sales rep who travels for most of her job and uses an iPad. She was struggling with setting up a quote and we did a screen share to see what the issues was, and the Next buttons were not in full view. She had to have her husband reduce the screen size in order for them to be in view. If the quote functionality is available on iPads, then it needs to be in full view from the start! Especially for sales reps who may not be as tech savvy enough to figure out how to zoom out on their browser view. This has the potential to cause issues with others who may prefer to use a more mobile technology. This update is seriously needed for my company and it's a shame I'm seeing this post at the end of 2024.
@hollycraddock I figured out another work around for the iPad too - it's ridiculous but it works - I first downloaded an app called "unsmartify" to eliminate the "open HubSpot app" tool bar pop up. Then I selected "hide toolbar" which allows me to see enough of the bottom buttons to use the quote tool. I agree - frustrating, but at least this might help you as well.
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