🔗 HubSpot KB Bridge: Manage quotes
💡 Core Capability
Use quotes to share pricing with buyers, record quote acceptance, collect signatures, and receive payments. After creating and sending quotes, view, manage, track, and export quotes in your account. Review all quotes in your account, and update or change them as needed.
🛠️ Key Operations & Headings Outline
- View quotes
- View quotes on the quotes index page
- View quotes in deal views
- Manage quotes
- Manage draft quotes
- Manage published and expired quotes
- Manually update the primary quote of a deal
- Analyze quotes
- Associate quotes with custom objects
- Track quote activity
- Buyer activity
- Seller activity
📋 Subscription Availability
- Revenue Hub Professional, Enterprise
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
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