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CSellers
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Member since ‎Feb 19, 2021
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Chris Sellers

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Pasqual on April 29, 2021
Feature to take a cloned quote and associate it with a new deal
I find very handy the feature to clone a quote. For me is especially useful when you have a similar quote that you need to redo. My problem is that when I need to clone, a quote is not for the same deal. Let me try to explain: 1) I crea read more
Reply Idea Deals
78 upvotes
36 Replies
CSellers
Member
June 30, 2022
Yes yes yes! I need this and I too have been asking for this for ages. The cloning quote feature has only been half built and I never need to duplica...read more
Rangrachel on June 03, 2021
Associate existing quote to a different deal
Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be read more
Reply Idea Products and Quotes
133 upvotes
64 Replies
CSellers
Member
November 18, 2021
Yes this is a big problem. Hubspot also recently added the ability to Clone a Quote which was a much needed feature. However, it automatically assign...read more
CSellers on September 09, 2021
bulk edit placeholder text in sequences
when enrolling in bulk, you have to edit the placeholder personalization tokens per contact. To save me creating loads of different sequences, it would be preferable to be able to be able to edit some of the placeholder text for all enrollments rath read more
Reply Idea Sequences
2 upvotes
0 Reply
AlexHodgson on April 16, 2019
Clone Quotes
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
Reply Idea Products & Quotes
147 upvotes
63 Replies
CSellers
Member
February 19, 2021
I really really want to be able to clone a quote and simply associate it with a new company and contact. Why do i have to write up every quote from s...read more
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