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Southern
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Member since ‎Jun 8, 2020
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Shaun Lees

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Activity

jmclaren on February 11, 2021
I've seen questions about how to print custom quotes, or provide a print functionality for custom quotes. You'll actually go to the quote in your browser. Then use your browser's print functionality to print the quote. Most browser's support the ke read more
2 upvotes
10 Replies
Member
February 14, 2022
I created a custom quote template using the Bold template. When I download the quote as a pdf, it condenses all the information so that it's all rela...read more
Solved
jmclaren on February 10, 2021
Hey all, As we work on iterating and improving this functionality we want to make sure we're solving for your needs. We want to hear your feedback. Was there anything you expected to be able to do with custom quote templates that you couldn't read more
1 upvote
66 Replies
Participant
June 06, 2022
There is an Integration that fixes this issue available in the HubSpot Marketplace. Its called Chargebee Quote to Cash. Quote to Cash can automat...read more
Solved
jmclaren on February 10, 2021
Hey all, As we work on iterating and improving this functionality we want to make sure we're solving for your needs. We want to hear your feedback. Was there anything you expected to be able to do with custom quote templates that you couldn't read more
1 upvote
66 Replies
Participant
June 06, 2022
There is an Integration that fixes this issue available in the HubSpot Marketplace. Its called Chargebee Quote to Cash. Quote to Cash can automat...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
123 upvotes
59 Replies
Member
September 20, 2022
This would be really helpful. My coworker has done all the leg work that could be used for another deal, but im unable to do and being forced to recr...read more
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