Sales Hub Tools

Anonymous
Not applicable

I want to see the quote approver under quotes dashboard.

To improve the efficiency and transparency of our quote approval process, I propose adding the "Quote Approver" field to the Quotes Dashboard. This enhancement will provide immediate visibility of the assigned approver for each quote, making it easier to track and manage approvals.
Currently we only have the below fields to display and we have a more complex quote approval process (double approval if the discount is above 50%), so a sales rep should be able to see who is the quote approver specificly for the respective quote. 


OAygn_0-1722926367107.png

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

I want to see the quote approver under quotes dashboard.

Hi @Anonymous,

 

The best place for these kinds of requests is the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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