HubSpot Ideas

Evan_Brenner

Notes About a Quote That Are Sent to the Quote Approver

Hi there - we would like to submit an idea. Our sales team members have a need for a feature in the Quoting Tool. This would be a field that allows sales team members to send a descriptive note to the quote approver, especially on complex quotes. The goal is to alleviate having to send an email in addition to the quote, thus less email for the quote approver to have to sift through. I can't think of another place where I can get an example to add.

 

Thank you!