Keep quotes accessible after expiration

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.
9 Replies
Top Contributor

agree with this!


Agree 100% .. any progress on this ?


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

Status updated to: Idea Submitted
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.

Top Contributor

Hey @ethankopit 

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


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? 


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.


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.


When a quote is created via HubSpot Quotes, the customer can go in and sign the quote + pay for the service after producing the signature. However, when the quote expires, the customer can no longer pay even if they used the same link to sign the quote. This is a big issue because we then have to manually bill the customer by sending another link using another platform, creating confusion on their end and additional work on ours. 


Suggestion - once a quote has been signed, eliminate the expiration restriction so that the customer can still pay their quote days or weeks after they sign. 

Example - Quote is signed at the end of the month. Even though the offer terms expire, the customer can still go into the same link the next month to produce payment. This is something not available today.