Quotes and Product Support on the Mobile App (View, Share, Create and Approve)

[Arne]

Being able to simply select the product(s)/services within the mobile app and send the quote (lower price tag stuff only like a few service days or a smaller quantity of a certain product eg for a POC) to your customer right while you are in the scoping meeting would be great.

Yoe can discuss it with the customer while you are face 2 face, adjust if required and get a quick approval not leaving the site, sendingsomething over, wait for response etc.

Especially for the smaller deals in the four figure level, this feature improvement would be very helpful to accelerate the sales process.

[Arne]

Hi everyone!

This idea's status has changed from ‘Being Reviewed’ to ‘Idea Submitted’. This change is due to our improvement project to update our Ideas Forum statuses in order to provide better transparency into how we are listening to your feedback.

“Idea Submitted” means that our product teams are aware of this feedback and are monitoring the need for this feature alongside other inputs that determine their priorities & roadmap.

For more details about the statuses we use on the Ideas Forum & what they mean, you can read this community post here.

[Arne]

Just wanted to drop an update here - we are actively working on this. Stay tuned for more info!

[Arne]

Hi all - I think an update has been long overdue and I appreciate everyones patience on this.

This is where we are right now:

• We are in the early stages of thinking about what a great Quoting experience is on Mobile.
• We are exploring the experience within the Mobile App for customers to View Quotes and Line Items, followed by Creating Quotes on Mobile.
• To do the above, we need your help! We are looking to speak to some of you around how we can make the above best-in-class. If you are interested in being part of a paid research study, please book some time with me.

Speak to some of you very soon!

[Arne]

This is only available on Android. Products are not available on either platform at this time.

[Arne]

Thank you for taking the time to post on this idea. 

If you create quotes on the HubSpot web app, you can access these quotes from the deal record in the Android mobile app. Tap Deals in the bottom navigation menu, then tap a deal. Tap the Quotes tab, then view the quotes available for the deal. The quotes' status and expiration date will be listed below the name. Tap the quote to view more details, or tap the Menu to copy a shareable quote link, download the quote, recall the quote, or delete the quote. (Knowledge Base link)

[RolandH]

Hi @martinmckenna,

Confirming what others have asked for. Our sales reps are on the road most days of the week and use there mobile app all the time. It's great that line itmes can be selected, but having theability to add discounts would complete this aspect of deal creation, and, for our business, allow the ERP quoting step to proceed without delay. Thanks!

[DRodman]

Hi @vishnu, do you know what the timeframes are on this feature?  It's really important for us.

Has anyone else found a good alternative to this for creating and sending quotes on mobile devices? 

[JKoser]

would be great to be able to edit the unit cost of a line item within HubSpot mobile

[ASeymour52]

Any update on when this will be available?  Thank you!! 

[hhiggins]

Hi everyone!

This idea's status has changed from ‘Being Reviewed’ to ‘Idea Submitted’. This change is due to our improvement project to update our Ideas Forum statuses in order to provide better transparency into how we are listening to your feedback.

“Idea Submitted” means that our product teams are aware of this feedback and are monitoring the need for this feature alongside other inputs that determine their priorities & roadmap.

For more details about the statuses we use on the Ideas Forum & what they mean, you can read this community post here.

[Arne]

Hi there,

It is good that it is visible to the product team now.

It is important that the products used in quotes can be priced directly in the app, too.

A pre-defined price only, which comes with a product when selected, is not sufficient.

In our case with over 1000 product x module x licensing x price x currencies combinations, the Hubspot does not provide the architecture that makes it feasible to perform a full-blown pricelist import.

Not because of the quantity, but because of the "searchability and selectability".

The risk of selecting the false item/option is too high if only a tiny search window is available.

We would need a proper full-page list or table, where the respective items can be searched and selected.

[OLopes6]

What's the status of this request? Our Sales Team uses HubSpot Mobile to manage tickets and deals, but they can’t access the Product Library. Adding this functionality would allow faster quoting and better field productivity. Currently, we rely on spreadsheets as a workaround.