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JEpp
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Member since ‎Jun 3, 2021
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Joanna Epp

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Arne on June 17, 2019
Keep quotes accessible after expiration
It’s a nightmare that quotes are no longer accessible for the customer nor possible to just reactivate them as a seller. It would be OK to have customers access it but as „expired“. For sales, recreating a quote just because a customer orders a few read more
Reply Idea Products & Quotes
83 upvotes
35 Replies
JEpp
Member
October 08, 2021
Complete agree and espeically with MThunberg - even if the customer couldn't see the quote, we as HS users should still be able to follow the origina...read more
brunomaion on May 10, 2019
Export quotes data to an excel spreadsheet
We generate quotes usisng HubSpot quoting tool, included in Professional version of the software. Unfortunatly this information cannot be accessed afterwards, we can only gereta e file with all the quotes ever sent in PDF format, that is not usefull read more
Reply Idea Products and Quotes
81 upvotes
24 Replies
JEpp
Member
August 30, 2021
How is it that we can't export the quote data to an excel file? It is a much-needed feature - Hubspot, please consider ASAP!
susanmartin2006 on July 22, 2020
Custom product properties on Quotes
It seems strange that I'm able to create custom properties on Products (like notes, comment, is optional selection, serial number) but they can't be used/pulled into Quotes. I don't think any functionality will change when we sync our product librar read more
Reply Idea Products and Quotes
217 upvotes
84 Replies
JEpp
Member
July 14, 2021
Agreed, it is curious to me that you can add custom properties but not make them visible on a quote. The custom properties are not very useful to us ...read more
JEpp on July 08, 2021
Any integrations for international shipping address validation on HS form?
Hi fellow HS users- The business I work for is looking for a way to validate shipping addresses that we take in on a HS form. We are US-based business and receive a mix of shipping addresses that are primarily non-US. We ship out through UPS, Fe read more
Reply Discussion Professional
0 upvote
1 Reply
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