HubSpot Ideas

Arne

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.
HubSpot Updates
Idea Submitted
December 03, 2020 08:50 AM

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.

22 Replies
hestiahearth
Member

The temporary solution is to set a far away date until a new feature is introduced.

DPansbo5
Member

Would be a great feature. Our clients finds it super unprofessional that they can't access the quote after it has expired, often resulting in us "losing" valuable points.