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Search Deals via Quote Number

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Status: Idea Submitted
rwullkotte
Submitted by on ‎Aug 6, 2019 10:31 AM

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.

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43 Replies
VikingKen
Member
‎Jul 30, 2024 4:01 PM

100% AGREE!!! This has been a longstanding frustration for our team. 

lfrancis1
Participant
‎Sep 22, 2025 7:07 AM

This is basic stuff.

A big part of a CRM is sending quotes and yet you cant search a quote reference it in the main search bar? That's crazy haha

 

Please fix this.

MPainter21
Member
a month ago

This is a huge painpoint for everyone in our sales department. We just implented HubSpot and I can't believe that this has been an open suggestion since 2019. Please help with this.