QUOTES - Quote Status, Invoice Status and Creating Invoices from Quotes

MMT

QUOTES - feature requests

 

Request the following features

 

1. Quote status - request ability to mark and check status for quotes as "accepted", "pending" or "not accepted"

2. Invoice status - request ability to see on Quote summary page, also the status of invoices and whether they have been drafted, approved, and issued.  V's having to go into deal by deal to check status. Delivers one view for quote + invoice, saving time and making sure teams do not forget to invoice customers. 

3. Creating invoices from quotes - creating invoices directly from quotes page or quotes, instead of having to go back into deals.  Saves significant time for all sales and admin for one click from the quotes page.  

 

HubSpot updates
3 Replies
RSöllner
Member

Yes please!

greg-avela
Member

I don't use the Quotes function, but we definitely need a single place to view all invoices and their status (sent, paid, unpaid, etc). I don't even know how to change the existing status of an invoice - all of mine say "Waiting to be Sent."

MMT
Contributor

SILENCE IS A KILLER, again. 

 

Hey Hubspot, product managers, moderators, any update here?