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fergu5
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Ewan Ferguson

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fergu5 on June 06, 2024
We have a product in our portfolio that can be bought over 1, 3 or 5 years. If a customer wants to see prices for each option we currently create 3 deals for visibility. When the customer choose the option they prefer we mark the other 2 deals a read more
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Member
June 06, 2024
@trevordjones we use Xero for quoting and don't want to replicate quotes in HubSpot too. Any other thoughts?
fergu5 on June 06, 2024
We have a product in our portfolio that can be bought over 1, 3 or 5 years. If a customer wants to see prices for each option we currently create 3 deals for visibility. When the customer choose the option they prefer we mark the other 2 deals a read more
0 upvote
5 Replies
Member
June 06, 2024
@trevordjones we use Xero for quoting and don't want to replicate quotes in HubSpot too. Any other thoughts?
fergu5 on June 06, 2024
We have a product in our portfolio that can be bought over 1, 3 or 5 years. If a customer wants to see prices for each option we currently create 3 deals for visibility. When the customer choose the option they prefer we mark the other 2 deals a read more
0 upvote
5 Replies
Member
June 06, 2024
@trevordjones we use Xero for quoting and don't want to replicate quotes in HubSpot too. Any other thoughts?
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