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.
6 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?