We generate quotes usisng HubSpot quoting tool, included in Professional version of the software. Unfortunatly this information cannot be accessed afterwards, we can only gereta e file with all the quotes ever sent in PDF format, that is not usefull at all.
We need a tool that exports this information (all the info) into CSV file or XLS file format.
This is very crucial as most of project financing and accounting work requires working with applications like Excel or Quickbooks and both require these formats.
I'm in the same boat with Arshan. CSV or excel format files are crucial for finance and accounting work. Please make this feature available ASAP. Thanks.
Not too sure why PDF is the only format being offered here, since financing (quotes) often require Excel for calculation purposes. Can we offer CSV or XLSV file format for downloads too? Thanks.
Agreed! Trying to get this into our accounting software has come down to manual input. It's 2021. Please figure this out. A csv file format for both single and bulk quotes/invoices would be extremely helpful.
Between not being able to export to excel and the fact we STILL CAN'T QUOTE IN NON integers is insane. We pay so much money for this product, maybe instead in one of your non-meeting Fridays, someone can figure out how to do these two simple things. I have just about had it with this company and nickel and diming for every little thing.
It would really be great if we could download this in .csv or .xlsx format - I currently have to copy the data out each week so we can review the quotes and it is taking a lot of time! As Elehr said above, it's 2021!!
Please consider adding a download button for this data (if the quote discount could be included that would be even better!!!)
Definitely need .csv or .xlsx format. It's a major blocker for our business. We need to able to extract the quote and send to perspective supplier for updated pricing of the item we quoted.
Yes we need this also as we want to link quotes to our sales order system, we can do this with other solutions that link via XML, JSON etc. Quote data need to be accesible via API or some other means to generate orders > invoices in other systmes such as Sage, Quickbooks, etc.
Hello- any progress on this? it is a requirement for our distribution partners to be able to send quotes in Excel format. Please advise. This is a big issue for us.
The lack of this makes using 'quotes' in hubspot a non-starter for us. It's very much needed if we are to integrate more of our customer's journey into hubspot.
