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S2Phil
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Member since ‎Oct 28, 2019
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Phil Morgan

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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
123 upvotes
57 Replies
Top Contributor | Gold Partner
August 12, 2022
ethankopit Is there any update on this capability, please? Like many other CRM platforms, we desperately need HubSpot to include function...read more
codywarner on June 28, 2018
Having a quoting engine where you can edit quotes after they have been sent. These issue is preventing us from using Hubspot and instead using Pandadoc
49 upvotes
31 Replies
Top Contributor | Partner
June 02, 2022
Is all content baked into the published quote? Would updates to the following require a recall and edit? Product description field changes ...read more
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