HubSpot Ideas

QPatrouillard

Re-Implementing the "quote & Edit" Button on the quote for a Deal

Development took out this function mid-October and this has become a burden for Sales Team or anyone making Quotes 

 

This function existed for a few months and suddenly was taken out now creating more work for the user by having to find his specific quote on a GENERAL Quotes page. As a user, our whole team is expecting this to revert to what it used to be where we can EDIT a quote on a Deal page. 

 

Thank You

5 Replies
SHast
Participant

This was an awful and impactful change for my whole team. We do not use the quotes page, we have been using the Deal Record page exclusively to interact with associated quotes. 

The Quotes page is not user-friendly and not customizable. We do not want to have to leave the deals page to go to the quotes page to recall a quote or to see who has signed. 

 

Please put back the Actions button next to the quote on the DEAL PAGE, to allow for recall, signatures, delete, etc!!!!!!!

EBaldwin0
Member

Agreed! I can't understand why they removed a feature which was so commonly used.  Please revert back to having the actions menu on the deal page's quote.

RWright9
Member

totally agree, bring it back!