Show Quotes in Company Record

MDeacon5

It would be great if we had the option to add 'Quotes' as a section in the right side bar in the Company Record so we can see all quotes associated with the company.

 

This saves us time having to go into each deal to see what the latest Quote the customer has signed.

16件のコメント
NReyhl
メンバー

Great idea and 100% agree.

CJOLLIVET
メンバー

same for invoices instead of compiling all docs under attachment

 

KHog
参加者

Our team also agrees this would be a great idea. This would be so useful in servicing clients and prospects alike

Blang828
メンバー

Brand new to Hubspot, but I already agree that adding a section to the right sidebar would be very beneficial 

GWebster
メンバー

100% agree

SBorys
参加者

YES!

RolandEnallbani
メンバー

Yes please, do add this option, will save us a lot of time.

 

MMatschke
参加者

Absolutely agree, would love this feature

JessKing86
投稿者

YES !!

HBIENVENU
メンバー

100% d'accord

 

JWan1
参加者

Yes, please!

ALackey
メンバー

Yes, I was looking for this! Please add.  I have to click so many times to find last year's quote.

ステータスに更新: Delivered
NBach
HubSpot製品開発チーム

Hi all! 
I am a product manager for Commerce Hub and wanted to share that there is now a Quotes sidebar card available on the Company record (and Contact record) sidebar. Please let me know if you have any questions/feedback on this!

MDeacon5
メンバー

@NBach thanks for the update. Are the Quotes meant to associate automatically?

 

I just added it to the Company Record but cannot see the quotes in the Company record which show in associated Deals.

NBach
HubSpot製品開発チーム

@MDeacon5 The Quotes will only show up on the Company Record if that company is selected in the quote editor (it does not respect the Contact's associated company). Let me know if that doesn't resolve the issue.

MDeacon5
メンバー
Thanks. I figured out solution to have Quotes in Deals automatically sync to associated Company records using an automation workflow with some custom code node.js code.