List of quotes

Would be good if we could filter deals to show if there has been a quote generated.

Further to this we would like to see quotes listed so that action can be taken against them.

3 Replies
Community Thought Leader

hubspot-deals-quote-urls.png

 

The temporary workaround we use to allow both filtering and 'listing' of quotes is to build out custom deal properties and MANUALLY populate with links from the actual quote names -- 'Test Quote' in the example above -- after each quote is published (important).

 

As of 23-Jul, the 'Copy link' buttons in the Quotes section of deals is now rendering 404 pages. We've confirmed this behavior on a Sales Pro and a Marketing Enterprise portal. The temporary workaround that's working for us is to right-click and use the link associated with the actual quote name -- again 'Test Quote' in the example image above.

KSprague
New Contributor

HI - I've been using the "create a quote" element  Hubspot Sales for the last two weeks - it's a GREAT addition to hubspot and is really streamlining my Deals and proposals workflow. Just a couple of things that would be GREAT!

 

It would be great if you could "save" a quote and get back to it and edit it later. It would also be good to be able to edit a quote after sending and have it update "live" on the linked page.

 

Also - the Quotes need someplace to "live" that's easy to see all of them in one place - either as part of DEALS or in their own area - right now I have to hunt through the contact or company and find the quote in the tracked email. 

 

Thanks

LizO
Regular Contributor

@KSprague, I found an idea (Edit Quote after created) with more votes that could solve your edit quotes later request. Please upvote!