HubSpot Ideas

TashKearney

Quote Archive - Signed Status Overwritten and Deal Association Lost

I am really happy they have added quote acrhiving functionality however I'm not sure the execution has quite hit the mark.

 

Critically, when you archive a quote, the quote status is no longer signed, but archived - removing it from your Signed quotes list. Surely the archive status should have been separate and not an overwrite.

 

Secondly, when a quote is archived, the association between the deal and quote seems to be preserved (when viewed from the quote list) but this association is no longer visible from the deal. At the very least, there should be an option to show archived quotes associated to your deal (from the deal) as this is critical for the audit trail.