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.

[MDeacon5]

@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]

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!

[NReyhl]

Great idea and 100% agree.

[CJOLLIVET]

same for invoices instead of compiling all docs under attachment

[KHog]

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

[Blang828]

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

[GWebster]

100% agree

[SBorys]

YES!

[RolandEnallbani]

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

[MMatschke]

Absolutely agree, would love this feature

[JessKing86]

YES !!

[HBIENVENU]

100% d'accord

[JWan1]

Yes, please!

[ALackey]

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

[NBach]

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]

@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]

@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]

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.