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JSchmitz
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Member since ‎Mar 22, 2022
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Jeffrey Schmitz

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AlanR on January 12, 2021
We have a requirement to archive products that have become defunct. Deleting them would impact historic dealfow reporting and is not a practical solution, so archiving products within the 'products & quotes' would be useful so that they don't d read more
34 upvotes
9 Replies
Member
June 02, 2022
Agree, we have a major issue with sales team using old products in quotes. We need to keep them for reporting as well so we cannot delete.
Rangrachel on June 03, 2021
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
42 upvotes
28 Replies
Member
May 24, 2022
Need this (today). Any chance it will be rolled out soon?
AlanR on January 12, 2021
We have a requirement to archive products that have become defunct. Deleting them would impact historic dealfow reporting and is not a practical solution, so archiving products within the 'products & quotes' would be useful so that they don't d read more
34 upvotes
9 Replies
Member
June 02, 2022
Agree, we have a major issue with sales team using old products in quotes. We need to keep them for reporting as well so we cannot delete.
JSchmitz on March 23, 2022
Hello, we are new to HubSpot and during the trial period I uploaded our product list to see if this would work for us. It worked great but when I did the product upload I added some columns like RMR pricing, certified/non-certified pricing, distribu read more
0 upvote
1 Reply
Community Manager
March 24, 2022
Hello, @JSchmitz welcome to HubSpot! I would like to add our top experts to this conversation @Josh @JustinPerkinsC @mike-ward any...read more
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