HubSpot Ideas

SRoberts

Limit the creation of new quotes to certain deal stages

Now that it's possible to limit the creation of new deals to a single deal stage, restrict skipping stages and backwards movement, it would be great if we also had the ability to restrict quote creation to certain deal stages or once certain properties have values. 

6 Replies
MMaya2
Participant

"restrict quote creation to certain deal stages or once certain properties have values" that would be Awseome

TCornRinsed
Participant

100% needed!

mccormack
Participant

I was asked to turn on this functionality today and I am amazed that it is not available...thus, the situation will continue where the sales team can make quotes willy nilly in any change of the pipelines. 😕

 

It's rather perplexing that HubSpot focuses so much on AI (Breeze) yet the basics of sales operations are still missing. 

EeroM
Member

Please provide this functionality ASAP, it is a must have!

DBoussagol
Member

100% needed

PGoehrke5
Participant

This! We need this to be able to effectively integrate pipeline stage rules with deal probability and forecasting!