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SHast
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Member since ‎Jul 19, 2019
  • solutions
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  • Replies
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  • Upvotes Given
    11
  • Upvotes Received
    4
  • Ideas
    1

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Stacey Hastings

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SHast on August 10, 2021
Can you please add the Deal Status field to the colums listed on the Quotes view under Sales. I have no way to know if I care that a quote is signed or not when I can't see the deal stage it is in. Thank you!
0 upvote
4 Replies
Guide | Diamond Partner
August 12, 2021
Hi @SHast , Unfortunately this is currently not possible in hubspot. but you can always submit your idea into the idead section of the hubspot co...read more
SHast on August 11, 2021
The quote view under the sales tab is missing 2 critical pieces of information, and there is no way to customize the view myself... as that is not an option. 1. We need to see the deal stage of the deal that the quote is in. You list the deal nam read more
1 upvote
0 Reply
Solved
SHast on August 10, 2021
Can you please add the Deal Status field to the colums listed on the Quotes view under Sales. I have no way to know if I care that a quote is signed or not when I can't see the deal stage it is in. Thank you!
0 upvote
4 Replies
Guide | Diamond Partner
August 12, 2021
Hi @SHast , Unfortunately this is currently not possible in hubspot. but you can always submit your idea into the idead section of the hubspot co...read more
AlexHodgson on April 16, 2019
We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote. We'd like to suggest: - Ability to clone a quote to a new q read more
122 upvotes
56 Replies
HubSpot Employee
August 07, 2022
Adding onto this post, had a customer who has to frequently create similar quotes across multiple deals. Having this feature would greatly help!
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