Profile

CNeira
Participant
Member since ‎Jan 26, 2023
  • solutions
    0
  • Replies
    1
  • Upvotes Given
    10
  • Upvotes Received
    0
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Carlos Neira

This user hasn't created a bio yet. Edit your own profile here!

Activity

AlexHodgson on April 16, 2019
We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote. We'd like to suggest: - Ability to clone a quote to a new q read more
149 upvotes
69 Replies
Participant
May 30, 2024
@NBach thanks for answering, as @jj12stars m y use case have very similar items over diferent deals and it would be so time-saving to Clone a quot...read more
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
146 upvotes
71 Replies
Participant
May 07, 2024
Is there any update on this? cloning quotes and adjusting their deal association is an essential feature
Pasqual on April 29, 2021
I find very handy the feature to clone a quote. For me is especially useful when you have a similar quote that you need to redo. My problem is that when I need to clone, a quote is not for the same deal. Let me try to explain: 1) I crea read more
83 upvotes
37 Replies
Participant
May 07, 2024
@ethankopit Is there any update on this? cloning quotes and adjusting their deal association is an essential feature
AlexHodgson on April 16, 2019
We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote. We'd like to suggest: - Ability to clone a quote to a new q read more
149 upvotes
69 Replies
Participant
May 30, 2024
@NBach thanks for answering, as @jj12stars m y use case have very similar items over diferent deals and it would be so time-saving to Clone a quot...read more
brunomaion on May 10, 2019
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
82 upvotes
24 Replies
Participant
October 20, 2023
It is possible to export all the quotes and line elemtes information using an application like Skyvia that even has the possibility of converting i...read more
Jon_Sasala on March 16, 2021
I would like to prevent users from viewing conversations in the shared inbox if they are not on the service team and if they do not own the contact. Currently, the only way to prevent users from seeing all activities in the Conversations Tool read more
93 upvotes
29 Replies
Participant
August 25, 2023
Also waiting for a solution
Bookmark content for quick access to your most helpful threads.
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    Public - Community Champions

    A spot for HubSpot enthusiasts to connect and grow. All are welcome to join.