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JKwock
HubSpot Employee
HubSpot Employee
Member since ‎Sep 26, 2023
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Jason Kwock

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BenRubin on March 23, 2021
Archive a Quote
When working with a possible client that is asking for an update to a quote, instead of updating the existing one and losing the quote history, can we archive an existing quote and then create a new one. The feature would be to archive quotes to read more
Reply Idea Products and Quotes
11 upvotes
6 Replies
JKwock
HubSpot Employee
September 26, 2023
Hey all, as of 9/26/2023, we've enabled customers to archive quotes! This can be done from the quotes index page, details page, and deal summary page...read more
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
JKwock
HubSpot Employee
September 26, 2023
Hey All, as of 9/26/2023, we've enabled customers to archive quotes! This can be done from the quotes index page, details page, and deal summary page...read more
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