Quote Export/API

Under Consideration

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    Andrew Dark

    Totally agree with this.  We need to be able to export quotes manually the same way as we can do with orders - ideally there would be an API to allow this data to be imported into Hubspot CRM but we currently manually export orders so the ability to export quotes would work for now.  Not being able to do this completely hinders us from setting up any automatic quote chasing emails or setup custom reports to allow us to see how many quotes we have done vs how many jobs we have won etc.

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    Andy Keveren

    Agreed.  We also need to be export so we can have margin reports and integrate with CRM

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