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quote•hapily

Category

      • Bundles
      • Templates
      • Rules
      • Price Books
      • Approvals
      • Quoting
      • Reporting
      • Uncategorized
Send Slack notifications to approvers
Notify approvers via Slack that they need to review a quote for approval.
3
·

under review

Approve QH quotes from list in HubSpot
As a CRO/RevOps/Sales Leader, I'd like to be able to review quotes that need approval from a single list in HubSpot, like this page: https://app.hubspot.com/quotes/ rather than have to receive an email and follow that URL for every quote that needs approval.
0
quote·hapily Teams integration
As a CRO/Sales leader who needs to approve quotes, I'd like to be able to be notified in Microsoft Teams when a quote needs to be approved so I can take action from that notification (click URL in teams message > approve quote)
0
Send mobile notifications to approvers
Notify approvers via mobile number that they need to review a quote for approval.
2
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