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AaronM
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Member since ‎Apr 24, 2017
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  • Upvotes Given
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  • Upvotes Received
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AlexHodgson on April 16, 2019
Clone Quotes
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
Reply Idea Products & Quotes
132 upvotes
61 Replies
AaronM
Participant
February 22, 2021
Agree with anna-ins completely. What really needed please are templates for the body, the products and for the Terms.
R10 on August 27, 2019
Create Quotes for other users
As someone who often has to create quotes for other team members, I would find it very helpful to be able to easily switch the "Your Info" contact info in a quote. Currently, the quote creator is the default contact for the quote. If I need to read more
Reply Idea Products & Quotes
72 upvotes
20 Replies
AaronM
Participant
October 05, 2020
Yes, just like you can select the customer contact the quote is for, you shoudl be able to select the HubSpot user who will deliver the quote! ...read more
AlexHodgson on April 16, 2019
Clone Quotes
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
Reply Idea Products & Quotes
132 upvotes
61 Replies
AaronM
Participant
February 22, 2021
Agree with anna-ins completely. What really needed please are templates for the body, the products and for the Terms.
AaronM on October 05, 2020
Editable Product Descriptions in Quotes
It would be nice if we could edit product descriptions to add details that are important to each specific client. Yes, we can add descriptions in the body but it is very important to add clarification in the product description field as well... esp read more
Reply Idea Products and Quotes Sales Documents
4 upvotes
1 Reply
AaronM on October 05, 2020
Quote Templates instead of Snippets
We tried using Snippets to add specific Assumptions and Terms & Conditions, but the Snippets 2500 character limit is a big obstacle. Would be much better and save time if these items were part of a quote template that we can have management read more
Reply Idea Products and Quotes Sales Documents Snippets & Templates
0 upvote
0 Reply
FranzSauerstein on November 28, 2016
Allow multiple HubSpot owners to be assigned to Contacts, Companies and Deals
I am carrying this idea just over from the old HubSpot ideas plattform: Here (with a great suggestion on implemenation) And here "Many (if not all) of our clients need the ability to attribute multiple owners to Contacts, Companies and read more
Reply Idea Contacts & Companies Deals
199 upvotes
89 Replies
AaronM
Participant
October 09, 2018
marshah, I don't see a "Secondary Owner" or "Additional Owner" property. I can create a custom property but this won't allow us to use view permiss...read more
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