As someone who often has to create quotes for other team members, I would find it very helpful to be able to easily switch the "Your Info" contact info in a quote.
Currently, the quote creator is the default contact for the quote. If I need to change it to someone else (I typically need to change it from myself to the deal owner), I have to manually edit each name, email and phone number field. It would save me a lot of time if I could search and select another team member's contact rather than looking up this info and typing it in myself.
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We all know the situation when customers want to have several options in a quote or even seperate quotes for each combination. The problem with that in HubSpot is that deals and quotes are related to eachother thus the extra options of which the customer may select one or none still increase the forecasted volume. Same logically applies to separate quotes which have a deal each. It would be great to be able to define which option / which deal should make it into the forecast. It‘s easily getting to a level of hundreds of thousands of Euros that are shown in reports due that hard connection of deals and quotes but really shouldn’t be forecasted. Why not add a checkbook „Show in Deals“ that is checked by default but could be unchecked in such cases.
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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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We love the new Quote Approval function, but would like to be able to have more than a single approver. There are several reasons why: 1) If the approver is out for an extended time, it would be important for them to easily be able to delegate approval to someone else in their absence so we don't end up with delays in our sales process. 2) We would like our quotes to go through an engineering review and approval before going to Sales approval, given the complexity of our solutions. 3) There are certain approvals that may need to trigger CEO approval based on whether we are recommending an aggressive pricing approach to compete on an opportunity. We would like that option in our workflows.
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Pricing or Quote templates would be excellent for reducing time and potential errors in creating quotes.
How this would work
When adding a quote:
Have the option to select from a Quote template
Quote text fields are populated from the template
All products including template pricing, descriptions, units, discounts, tax, etc are added to the Deal and quote
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My company has recently decided to use Hubspot as our central CRM where we planned to intergrade and move everything over to Hubspot with the idea of eliminating the multiple other application that we were currently having to use. This was causing much confusion and dis organisation between members of the team, as well as waiting valuable time. The function Quotes was something we were egger to use as all our contacts are already in Hubspot and would allow our Sales team to easily Quote customers on products within negotiations. However; we have found that the 'Quotes" feature is quite poor and unusable for the sales team. This feature is extremely basic and lacks areas required by an established company where genuine and legitimate quotes need to be distributed to customers. Features that were lacking include: Location for customer to insert billing and delivery address, a terms and conditions section and a accept quote button. Ideally it would be great if more customised templates could be uploaded into the feature where sections such as Terms and Conditions are pre filled out so there are no errors made. This is quotes service is completely impractical at the moment due to the fact that my company currently has a lengthy Terms and Conditions and the only way I can have my team access this when they are creating a quote is to have it spread out in 6 individual snippets; which need to be selected in the correct order individually each time a quote is made. This is only a matter of time before a mistake is made and my company looks unprofessional and potentially could lose a sale. Not to mention that we sell overseas where alternate Terms and Conditions are required. For me to be able to pre template multiple quotes for all occasions, would make the lives of my sales team so much easier. Previously, we have been using Quotient which allows us to access all the desired features above, however this application does not intergrade well with Hubspot hence why we wanted to completely move our quotes over Hubspot. At the moment the Quotes feature in a business sense is a basic invoice or packing slip, it’s not necessarily a feature that a sales team can use to seal a deal with a customer. To be fully effective there needs to be more sophisticated options that allows B2C interaction occur professionally. By adding the features listed above; Accept quote button, delivery address, fixed terms and conditions and personalised templates that can be saved, will allow the feature to create a positive experience for sales teams and improve Hubspot usability. I believe that many established companies using Hubspot could greatly benefit from this feature being upgraded.
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It’s a nightmare that quotes are no longer accessible for the customer nor possible to just reactivate them as a seller. It would be OK to have customers access it but as „expired“. For sales, recreating a quote just because a customer orders a few days late due to a slower procurement process (vacation, sick leave etc.) is time burning. Just give sales the option to modify quotes with regards to content and due date whenever they want.
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Having a notification email, or any type of notification appear when a client pays in the Quotes area will be a huge benefit to our system. The only way to see the quotes you've created is by downloading a PDF / Excel sheet. If there was also a way to either create a list of those active Quotes would also be very helpful. Thanks!
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Right now, the products feature only supports 1) the product name, 2) the product quantity, 3) the product cost, and 4) recurring or fixed price.
It would be incredible if I could associate custom fields with products. In my world, I need to be able to add things like Unit of Measurement (which, could be a drop-down feature).
This would make product reporting amazing for my company.
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