Keep quotes accessible after expiration

Arne
It’s a nightmare that quotes are no longer accessible for the customer nor possible to just reactivate them as a seller.

It would be OK to have customers access it but as „expired“.

For sales, recreating a quote just because a customer orders a few days late due to a slower procurement process (vacation, sick leave etc.) is time burning. Just give sales the option to modify quotes with regards to content and due date whenever they want.
8 Replies
JoeDavies
Top Contributor | Gold Partner

agree with this!

DannyBoy
Member

Agree 100% .. any progress on this ?

AndyJamo
Participant

Agree this is a really good improvement. Love to see it come to life. 

Status updated to: Idea Submitted
ethankopit
HubSpot Product Team

Hey folks - if a quote is recalled by the rep, they can set a new expiration date and all of the old info is retained, so there's no reason to create a new quote, if that helps.

Arne
Top Contributor

Hey @ethankopit 

Thanks. We´ve all seen the feature in the last few months and it´s extremely helpful.

JobA
Member

Still.... even after expiration we would like the quote to be accessible. Isn't it possible to keep the quote accessible and create a warning message? Before if you would get a quote on paper that would also not dissapear on the expiration date, would it? 

Wixted
Member

I think the main issue here isn't needing the refresh a quote but rather when the quote is signed with a payment method attached ie Stripe that it's now essentially an invoice and having invoices that go passed the due date expire makes little sense.

KKaufman
Member

Agreed, the recall and change expiration option is helpful in circumstances where the sales cycle is extended, but not helpful for signed customers who just want to refer back to their quote after the expiration date, which is the primary problem we are running into.