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
Weitere Ideen mit folgender Beschriftung anzeigen:
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
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.
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
Thank you so much for introducing this feature. I just came across "recall and edit" it today and nearly wept once I realized I didn't have to recreate a tedious quote from scratch. Thank you!!!
Allow super admins to delete signed quotes. Sometimes a quote gets signed that later needs to be retracted. Having a singed quote that is no longer relevant associated with a deal should be deleted.
A choice of templates would be great! Even better would be the ability to make your own template. The same tired quote year after year doesn't look like a company that's evolving.
Would updates to the following require a recall and edit?
Product description field changes
Sales snippet content changes
Product names
I just tested updating a sales snippet and it did not update the content even after a recall and edit. I had to re-add the snippet to pull in the new content changes.
Workflows are missing triggers when an existing quote is recalled & edited, and republished.
Please implement this!
I have a uniqueid on a Deal that gets embedded into the quote. I have a workflow wipe that on quote creation, and another workflow to populate it if it's empty. This works well for quotes being created one after another, but if two are recalled & edited they'll both have the same uniqueid as no workflows can trigger the wipe.
Note it also needs to be able to be used for re-enrolment, so a "Last modified date was updated after Create date" trigger will not work in this scenario.
Sie müssen ein registrierter Benutzer sein, um hier einen Kommentar hinzuzufügen. Wenn Sie sich bereits registriert haben, melden Sie sich bitte an. Wenn Sie sich noch nicht registriert haben, führen Sie bitte eine Registrierung durch und melden Sie sich an.
