Manually change quote status

AbbyDavey

Not all of our clients will sign a quote - so I would like the ability to manually change the quote status please. 

12 Replies
F_Cacciapuoti
Member

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.

mariomondra
Member

Would be great if quotes status could be manually changed.

JohnnyS
Member

Several organizations will pay via check or ACH and reporting becomes skewed when those aren't reflected correctly. 

SGow
Member

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. 

maxT
Member

same for me. if it will remain impossible I'll need to change CRM solution 😞

simon_toussaint
Member | Diamond Partner

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. 

Bruno_Teixeira
Key Advisor | Diamond Partner

That would be very interesting to have the possibility to manually change quote status.

indiracatmedia
Participant | Partner

This would be awesome and will remove so much friction.

MVandenhende
Member

I cannot imagine it doesn't already exist. It just logical!!!

jnaber
Member

Great idea! Have been stumbling upon this limitation several times already. 

KristinSpeed
Member

@ethankopit are there any plans for making it posible to manually edit quote statuses ? 

LCorriero
Member

Why doesn't anyone reply to these? Are they in pipeline, not worthy, etc? I would also agree this would be a great feature.