Quote Merge and Deal Stage select option in case of Edit and Recall
So there are 2 issues which I think is a product defect. If 2 quotes are merged their overall value should be merged for sure. That is the idea of merging quotes so we have 1 complete sale value. Secondly, on using EDIT and RECALL option there is no option to select the DEAL which is also a product defect. Let's get on a call and will show you the exact issues we are facing.
Quote Merge and Deal Stage select option in case of Edit and Recall
@alwinfernandes@JessicaH Hey Alwin , were you provided a solution to your problem? I tried this yesterday and was surprised to find that "merging" two quotes saw one cease to exist... and the primary take over...
@hubspot A solution here would be great. The way I would interpret "merge" means this function is not working correctly.
It looks like you have connected with HubSpot Technical Support regarding this matter. As troubleshooting this further will involve sharing information specific to your account, partnering with them will be the best next step.
Take care!
Jess
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Quote Merge and Deal Stage select option in case of Edit and Recall
Thanks for reaching out Jess. Our objectives are not being aligned with the current Hubspot Merge Quote function. We need the 2 quotes to merge and also the value of both quotes. There are situations when we see a change in deals and those are not being addressed under recall and edit option. Not sure if this can be handled by the support team as this is a design requirement.