LCorey

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Lynsey Corey

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LCorey on October 18, 2023

Quotation copying between deals

why can't we copy a quotation and paste it in a new deal so it's for another client or same cllient and a different site - saving time adding anonther 100 products on to a quote! it has to be a different deal as it has different instructions for the read more

Reply Idea Deals

0 upvote

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LCorey on October 18, 2023

Quotation costing and duplication between deals

Flexibility to copy a quotation of say 62 line items to another deal, so if a client has several deals going that are all very similar we don't have to create 7 more quotes under 7 new deals, we can simply copy this quotation and all it's line items read more

Reply Idea Deals

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KaylaFairchild on September 19, 2023

Hello, I'm SO excited to be here!

I'm Kayla. I am a data driven marketing nerd with a huge focus on pipeline growth. My hope is to bridge the gap between marketing and sales teams through a deeper understanding of Hubspot Sales Software. Thanks for having me! 😎

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10 upvotes

5 Replies

LCorey

Participant

September 20, 2023

Welcome, Im the other way, I have been using HubSpot over a year for sales and marketing but no little about the gap and joining of sales and marketin...read more

Solved

LCorey on April 21, 2023

Sales documents - what do you use it for?

Just wondering what people use the "sales documents" for? do you put copies of your product knowledge and sales documents here? or do you put financial or sales peoples figures or documents in here? I personally use attachments in deals to add docum read more

Reply Discussion Enterprise

1 upvote

1 Reply

Jaycee_Lewis on March 14, 2023

Meet the Champion of the month: March 2023

Hello Community! I am thrilled to announce our Champion of the Month for March 2023: Barry Grennan 🎉 @BarryGrennan Let's all give a round of applause to Barry for their outstanding contributions to our Com read more

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20 upvotes

18 Replies

LCorey

Participant

April 11, 2023

congratulations on your recognition with the HubSpot community! @BarryGrennan

Solved

ARogencamp on September 03, 2022

Preventing Quote Total Updating Deal Amount

I have started to use Quotes but I dont want the quote total to update the deal amount as I only want the monthly SaaS part of the quote to update the deal amount. Is this possible?

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0 upvote

3 Replies

LCorey

Participant

December 01, 2022

What if that quote has a % discount of 5%? the amount is only updating with the pre discount amount and not with the % off it, how would I get it to ...read more

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