Sales Hub Tools

codywarner
Teilnehmer/-in

Quoting - customizable and reeditable

lösung

Having a quoting engine where you can edit quotes after they have been sent.  Also being able to customize line items as you go.  Lastly, having access to different currencies in the quoting engine.  These are the main three issues preventing us from using Hubspot and instead using Pandadoc

1 Akzeptierte Lösung
MFrankJohnson
Lösung
Vordenker/-in

Quoting - customizable and reeditable

lösung

_hubspot-button-accept-as-solution-gif-v00.gif

Does this post help you? If so, then help others by accepting it as a solution.

 

 Excellent suggestions. You may wish to add them to a new or existing thread in HubSpot Ideas.

 

You'll typically get much more traction from the HubSpot Community AND the Ideas Forum is where HubSpot Product Teams monitor suggestions for popularity -- i.e., VOTES! 🙂

 

Hope that helps.

 


hubspot-forum-signature-badge-v01.png

www.MFrankJohnson.com

 

Please include @MFrankJohnson in your message if you'd like me to reply.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

Lösung in ursprünglichem Beitrag anzeigen

1 Antwort
MFrankJohnson
Lösung
Vordenker/-in

Quoting - customizable and reeditable

lösung

_hubspot-button-accept-as-solution-gif-v00.gif

Does this post help you? If so, then help others by accepting it as a solution.

 

 Excellent suggestions. You may wish to add them to a new or existing thread in HubSpot Ideas.

 

You'll typically get much more traction from the HubSpot Community AND the Ideas Forum is where HubSpot Product Teams monitor suggestions for popularity -- i.e., VOTES! 🙂

 

Hope that helps.

 


hubspot-forum-signature-badge-v01.png

www.MFrankJohnson.com

 

Please include @MFrankJohnson in your message if you'd like me to reply.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com