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Marine
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Member since ‎Nov 9, 2018
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Marine Vienney

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Marine on February 24, 2021
Hello, I'm trying to find a way to create a report on the products that are associated to quote/deals from the product library. So that I can track which products are the most quoted, which ones are not sold enough... I didn't find a read more
Top Contributor | Platinum Partner
April 22, 2021 11:21
@Marine I recommend having a custom report based on deals and line-items for that. We've done this many times. Hope it helps!
Marine on February 18, 2021
Hello, Is having the quotes integrated with Salesforce a project? Today, the Hubspot forms show up in Salesforce as activities but not the quotes. We are not syncing our deals with Salesforce so having the quote showing up in the salesforce cont read more
Solved
jmclaren on February 10, 2021
Hey all, As we work on iterating and improving this functionality we want to make sure we're solving for your needs. We want to hear your feedback. Was there anything you expected to be able to do with custom quote templates that you couldn't read more
1 upvote
64 Replies
Participant
April 21, 2022 08:24
Hi Jon, I would love to see the ability to add documents to the quote feature, or have the ability to upload and send contracts for electronic signa...read more
jmclaren on February 10, 2021
Welcome to the super-secret HubSpot Community group for customizable quote templates! This is an invite-only group for beta users of this new feature. We've also got some HubSpotters here to help wherever we can. Gathering as a group there read more
6 upvotes
6 Replies
HubSpot Employee
March 09, 2021 14:07
Hey all, I'm disabling comments for this post. I want to make sure your questions and feedback are easily seen. For feedback we have a great ...read more
jmclaren on February 10, 2021
Hey everyone, We know a lot of you asked questions elsewhere. There are likely questions someone else has asked already that you want to know the answers to. To make it easier for everyone to knowledge share we’ve collected them here to make it ea read more
3 upvotes
1 Reply
Participant
February 18, 2021 07:07
Hello! I submitted an idea in the idea forum that is related to quotes. Here's the post: https://community.hubspot.com/t5/HubSpot-Ideas/Send-quo...read more
Marine on February 18, 2021
The only notification possible from a quote workflow is to send an email to the "quote-deal owner / a person / a team" but not the "contact owner" which is very limiting for our use. Our quote owners are inside sales people but we need to send m read more
2 upvotes
1 Reply
Member
March 03, 2022 07:01
Agreed, as Head of Sales, I would like to be notified whenever a quote is signed that was issued from any of the team. Not only quotes that I have cr...read more
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