It looks like this has been added to HubSpot quite a while ago: https://community.hubspot.com/t5/HubSpot-Ideas/Prevent-certain-Sales-users-from-edit...Leer más
Completely agree this is needed. A customer signed a quote then an error was subsequently found and a new quote was created and e-signed. I couldn't ...Leer más
It would also be great if we could set the quote to automatically go out to the customer after the internal counter-signer completed their signature!...Leer más
We can't use HubSpot payments because there is no way to automatically calculate state and local taxes. We use Avalara to handle these calculations ...Leer más