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allanjirav
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Member since ‎Mar 3, 2022
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Allan Wortman

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Lucila-Andimol on June 15, 2021
Cancel or Delete Approved/Signed Quotes
Sometimes when a deal is closed won, with an approved/sign quotes changes must be made (because of a sales misunderstanding or error) Even if the sales team create a new quote for approval, this old quote need to be canceled. We need this functi read more
Reply Idea Products and Quotes Sales Documents
114 upvotes
51 Replies
allanjirav
Member
June 30, 2022
Yes, I would love the ability to void a signed quote if an error has been made.
allanjirav on June 02, 2022
Forecasting
I would like to be able to customize the forecast module in Hubspot to forecast off of different fields on the deal property. Right now my understanding is that I can only use the deal amount or the weighted deal amount. This becomes an issue when I read more
Reply Idea Sales Reporting
8 upvotes
3 Replies
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