Edit Quote after created

codywarner

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
Feb 5, 2020

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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Status updated to: Delivered
Feb 5, 2020

Jul 13, 2018

Hey @codywarner! Our ideas forum functions best when each idea is it's own submission so we can accurately gauge customer interest in each peice. I'm updating this idea to specifically be for the ability to edit Quotes after they are generated.

30 Replies
bradytraeder
Contributor

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
Contributor

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

Status updated to: Delivered
dnelson
HubSpot Product Team
 
dnelson
HubSpot Product 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.

 

0-1.png

Uf
Member

great, thanks a lot!

 

bradytraeder
Contributor

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
Member

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!!! Heart

kmason
Member

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.

websms
Member

It would be great if offer templates could be changed regarding layout and content.

ScottyConcrete
Member

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.