Hey all, working to streamline our sales cycle and create some more intentional workflows for our customer care team using the HubSpot Quoting tool.
As we're working to keep track of the growing number of quotes being sent and approved by our growing sales team, we seem to be missing a critical data point that could be really handy for workflows and sequences.
This data point is simply a 'Quote Signed/Approved Date' that would timestamp the date when all required signers of a quote execute. This date would help more efficitvely sort the quote dashboard to raise those most recent exectued quotes to the top for our customer care team to enter into our ERP's sales order system.
Currently, quotes cannot be sorted by create date, and without a 'signed' date it's challenging to quickly get visibility to how long a quote has been stagnating, or to build a sequence to poke slow signers.
for reeeeeeeeal. Having a quote signed date next to signature in the quote would be super helpful as well. It's present if you download the quote...
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