HubSpot Ideas

Lauren2911

Quote reporting functionality needed!

There is currently no option to create a list of deals and their corresponding quotes. There is also no option to export quotes via excel or csv so being able to track quote payments is very limited. Can we set something up that enables us to keep track of and report on open and closed quotes, according to contact and / or deal? If we could have a quote property that would make it work.

1 Reply
CTveter
Member

Absurd that this isnt a thing