HubSpot Ideas

LCorey

Quotation costing and duplication between deals

Flexibility to copy a quotation of say 62 line items to another deal, so if a client has several deals going that are all very similar we don't have to create 7 more quotes under 7 new deals, we can simply copy this quotation and all it's line items to another client deal - more product flexibility and information, such as search on a catagory.  The quotation part if very limited and if you do another quote under the same deal, why does it put all the same products on again? if you have 62 lines of products you have to go through them all and delete them to do an alternative quotation with different items.

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