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Edit Quote after created

Having a quoting engine where you can edit quotes after they have been sent.  These issue is preventing us from using Hubspot and instead using Pandadoc

HubSpot updates
26 Kommentare
bradytraeder
Sachkundiger

What is going on with this? We need this feature asap. Many customers need to add a PO # or change products, discounts, freight, terms, notes etc after the quote has been publsiehd. this is a must to use quotes daily

bradytraeder
Sachkundiger

Please put me on the beta list when it is released. 

HubSpot Produkt-Team
HubSpot Produkt-Team
Status aktualisiert zu: Delivered
 
HubSpot Produkt-Team
HubSpot Produkt-Team

Hi all - we have now introduced a "Recall & edit" option to edit published quotes.   Please note that quotes that have already been signed or paid cannot be recalled and edited.

 

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Uf
Mitwirkender

great, thanks a lot!

 

bradytraeder
Sachkundiger

I can confirm the hubspot team has been working hard on this new feature and we are so excited to be using it now on a daily basis. Thank you! @dnelson @HenryWu