Viewing Quote statuses and manually marking rejected

ozgesilla
Participant

Hi,
I’m on the Sales Pro package, and when I create a quote, I only see Draft, Published, and Expired statuses.

  1. Do I need the Commerce package to see statuses like “Rejected”?

  2. If I’ve verbally received a rejection from the customer, how can I manually mark a quote as rejected in HubSpot?

Thanks!

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1 Reply 1
chighsmith
Community Manager
Community Manager

Hi @ozgesilla,

Thank you for posting to the Community!

I understand that as a Sales Pro user, you only see Draft, Published, and Expired quote statuses in HubSpot, and you’re wondering if the Commerce package is required to access a “Rejected” status or to manually mark a quote as rejected.

I'd like to tag in some of our Top Contributors to see if they have experienced this before -- Hi @Alex_Elborn and @HFisher7 Do either of you have any ideas on this one?

Thank you!

Cassie, Community Manager

 

 

 





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