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Customize quote card

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Status: Idea Submitted
RCampbell9
Submitted by on ‎Oct 11, 2023 12:08 PM

I would like the ability to customize the quote card that shows on the associated objects, in the same way that we can edit other types of cards (deal, ticket, contact, etc.). That way we can choose helpful information to display there, such as the quote template that was used. 

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3 Replies
SealaB
Community Manager
Community Manager
‎Jun 11, 2024 3:08 PM

Upvoting on behalf of customer and partner 

ADerbyshire
Participant
‎Jun 20, 2025 12:43 PM

Would love this ability. When there are 4 or 5+ quotes associated to a deal, it'd be nice to have a few more properties to help find the quote I'm looking for.

THigginson
Member
a month ago

Agree - I would love to be able to add not just expiration date, but also know create/publish date of any given quote.