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.

HubSpot updates
9 Replies
Community Superstar

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!

ishsingh
New Contributor

Idea: Implement a report for quotes.
Hack: I am using the deal forecast feature to find the value of my quotes and to whom I have assigned the quotes too.
Issue: My finance manager has a hard time searching whom she made quotes for.

Kmoloo
Regular Contributor

Even having quote activities as properties would be great.  Deal "has quote" or "has published quote" or "has open quote" would be great for creating filtered views of deals that have quotes associated with them.

sophia_xoox
New Member

It would be nice if they could also :

  1. Save the date from the term
  2. Let you know if it's been paid as it integrates with stripe

For now, I'll try the hack too!

jonplaca
Occasional Contributor

Also interested to see how many open, active quotes are currently deployed in the real-world (and the summation of total $ value) vs. how many quotes have expired

grant_growup
Occasional Contributor

Not being able to report on quotes outstanding, quotes sent etc and to be able to see the trends over time of quotes accepted etc makes the functionality almost useless. Look forward to getting an update when the feature is fully built

gemini87
Occasional Contributor

Please create a report that will let us see the following:

 

- how many quotes were sent out

- the total value $ of quotes sent out

- Owner of quotes and how many they have out 

- When contact is sent a Quote then became a customer