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Sophie Malone

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HapticSoph on August 23, 2021
Any time you make a quote, if you want to download it you have to refresh the page 3 times as it states "there was an issue downloading your pdf at this time" every time until the 3rd attempt. It may only be a small issue but it takes up a lot of ti read more
0 Reply
HapticSoph on March 01, 2021
I don't understand the point of the reference numbers in quotes. You can't search for them and often a customer will reference this when ordering or asking to see a previous Invoice. Is there a way to search for this or replace it with the Deal ID? read more
1 Reply
Hall of Famer | Partner
March 01, 2021
Hi @HapticSoph , Are you referring to the HubSpot search bar or the Quotes search? The latter works for me: As far as I know, 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
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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