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At the moment, if a customer signs the quote by attaching it via e-mail, the quota remains active until the deadline and nothing else happens.
This functionality is required as not all customers sign via e-signature.
Being able to update the status of quotes would make the functionality useful for keeping track of signed quotes, updating the status of deals and reporting.
This is a big deal for my company as well. Some clients will sign the physical copy of the quote and/or they don't want to use stripe because they are billion dollar companies and have complex vendor payment policies.
This is indeed a problem when clients are using a mix between e-signature and manual signature, or no e-signature at all. More specifically, we cannot have an overview of what's signed/not signed using quotes, or exporting all signed quote from HS.
I own a HubSpot Agency and we've (almost) never used your quotes for a simple reason - the status we can't update manually. Also, please we need to be able to create or at least duplicate quotes through API which isn't possible as of now unless I'm mistaken. It creates a lot of inefficiencies.
Different users would have unique use cases for Quotes. It definitely would be great to give users the flexibility to manually change the Quote's status accordingly!
The is Highly needed for our organization. Clients still often pay via Check and now all these quotes continue to show as pending, requiring us to create separate invoices in QuickBooks. Would love to consolidate everything into HubSpot only.
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