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Bundles (6)
Templates (8)
Rules (16)
Price Books (19)
Approvals (7)
Quoting (38)
Reporting (1)
Edit Unit Price
As a QH Admin, I'd like to allow my sales reps to be able to overwite the line item unit price, just like we can in HubSpot natively.
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3
Quote Template Attachments
On occasions, we'd like to allow our customers to submit their purchase order onto the quote itself rather than using the form to capture the PO number.
3
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complete
3
Update a Deal when a quote is signed
I'd like to store the date when a quote is completed on the Deal record so I can use this for reporting and workflow triggering.
2
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1
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