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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
27 Comentarios
bradytraeder
Colaborador habitual

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
Colaborador habitual

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

Equipo de producto de HubSpot
Equipo de producto de HubSpot
Estado actualizado a: Delivered
 
Equipo de producto de HubSpot
Equipo de producto de HubSpot

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
Nuevo colaborador

great, thanks a lot!

 

bradytraeder
Colaborador habitual

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 

R10
Colaborador ocasional

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!!! Corazón