Search Deals via Quote Number

My company receives purchase orders for the vast majority of the work that we do.  These PO's often will simply reference the quote number and dollar amount.  As we have moved towards generating quotes via Hubspot, I have found that you have no control over the quote number and cannot search by the quote number.  This makes the quote number meaningless and quotes incredibly difficult to track down.

 

IDEA: Provide functionality to search by quote number via the search bar at the top of the screen, the search bar within the deals pipeline, and by adding filters.

HubSpot updates
11 Replies
SpongeBaba
New Contributor

Second that.  until the number is searchable, please remove that ref number so that noone thinks they can get to their quotation that way.  We have institued a naming protocol to combat this problem.   Quote names are made with the corresponding deal name plus an incrementing number.  That way if it were not for the confusion Quotation ref number causes, customers giving you the quotation name you can look up the deal and go from there. 

bradytraeder
Regular Contributor

Definitely need this. 

Staephie
New Contributor
I agree. The reference number must be editable and at least searchable. Otherwise the reference is useless. Please please change that (or remove the reference until changed).
basil
Advisor
What would be ideal is if the quote reference number would contain the deal ID. For example the first part could be the deal ID and the 2nd part could be an increment or hash.
AdamFR
New Member

We also have the same problem in that we are raising quotes from Hubspot, which our customers are including on their PO's back to us. Having to identify the Deal that the quote relates to is a poor UX, the Hubspot quote number needs to be searchable in the application.

bradytraeder
Regular Contributor

this would be so much easier and efficent when looking up past quotations. 

bradytraeder
Regular Contributor
mrowe8
New Contributor

Yes.  Why even bother with a reference number if we have ZERO ability to find it in the system.  We are taking numerous calls a week with customers referencing the number and our customer service folks sounding silly when they say that number means nothing to us and doesn't help.  This needs updated soon.

mrowe8
New Contributor

Quick workaround is to copy the last 9 digits of the refernce number from the quote and add them to the deal name.

rwullkotte
Occasional Contributor

That's a good work around.  We ended up adding a property called "Quote No." and we copy and paste the quote number in that property.  Then we filter by that property, but I think putting it in the deal name is more efficient because then you can search instead of filter.

mrowe8
New Contributor

The only downfall to the workaround so far that I can think of is if you have numerous quotes under the same deal and you needed to keep them.  Your deal name would only be relevant to the most current deal name/quote ref number.