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 Commentaires
NReyhl
Membre

Great idea and 100% agree.

CJOLLIVET
Membre

same for invoices instead of compiling all docs under attachment

 

KHog
Participant

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

Blang828
Membre

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

GWebster
Membre

100% agree

SBorys
Participant

YES!

RolandEnallbani
Membre

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

 

MMatschke
Participant

Absolutely agree, would love this feature

JessKing86
Contributeur

YES !!

HBIENVENU
Membre

100% d'accord

 

JWan1
Participant

Yes, please!

ALackey
Membre

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

Statut mis à jour : Delivered
NBach
Équipe de développement de HubSpot

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
Membre

@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
Équipe de développement de HubSpot

@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
Membre
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.