We're a B2B company with an external sales team. One report that our management staff tends to watch is "quotes per sales associate." We're pretty new to SalesPro and it's quoting features. We are currently tracking this data manually and I feel like it might be a relativly easy, and useful add-in. Thanks for any consideration!
Hi folks, Tori here, product manager for our quotes tool. I'm excited to announce that quotes in the custom report builder is now in beta. This will allow users to report on quote status, value, and owner among other properties. Potential reports include: <
quote amount($) per owner(rep)
number of outstanding quotes that have yet to be paid by owner(rep)
number of quotes that have been signed but not paid
If you would like to be included in this beta, please message your success manager. If you are unsure of who your CSM is, please contact customersuccessteam@hubspot.com.
Thanks for raising this. I spoke to support about this yesterday as it's also a critical KPI measure for our business. Our Productivity Dashboards show activity in terms of Call, Task, Email, Note, Meeting, and - ideally - Quotes would appear here too.
Hopefully this is one that gets support as I would imagine many businesses would find value in being able to quickly view total numbers of quotes and to click through to the finer detail. I imagine it would be a relatively straight forward development to add it in.
Totally agree. Our client would find it really useful to eport on the Quotes done by the team, and/or per team member.
Plus, each Quote template should have a field for Terms & Conditions. Theses are crucial for most businesses to add into their quotation documents. Currently, having to do this by 'Snippets' is not efficient for each rep to do every time they create a quote.
I would like to see quotes as an option in reporting and lists. In addition, payment made / quote signed / quote approved would be even more useful if the were added to events (and sales productivity) as mentioned above.
Pretty mind-boggling that this idea was created in 2018, and now in 2020, the suggestion still hasn't been added to HubSpot. This seems like a super easy thing to add.. Really sad face
In sales quotes are an integral KPI to be reported in any business. Additionally, sales forecast is also needed. THis is where HubSpot does not excel at all. Please enable quote reporting and sales forecasting.
I think this is an integral feature and should be done as soon as possible. I can't report correctly on quotes as the current reporting feature using Deals isn't 100% accurate and have been told I am missing some from my reports. I spend more manual time now making sure the reports are 100% than I did using our old system!
Would love to hear of a report that works for you for Quotes Created and Quotes Won! I am using two deals reports but because they are all based off of when the Deal was created, not when the quote was created, it isn't accurate. Also, the quote creation isn't an activity! So we can't report off of Activities either 😞
Hi all, i would love to share some ideas and thoguhts on the Quotes Package of what we would find useful additions. It is a great tool to have within Hubspot and with some development will be a major asset. Here are my thoughts:
Enable custom branding - colour schemes and logos
Reporting, Reporting, Reporting
Per sales person
Team performance
Conversion rate
Avg order
Time to close
etc
You need to be able to analays the margins and profitability of the quotes at an immediate glance
Products AND labour items to help differentiate between material costs and labour (appreciate that may not apply to all businesses)
These are some initial ideas I can see that would be a huge selling point for Hubspot and what we consider essential in order to use this functionality.
