quote•hapily makes it easy to report on the approval status of quotes.
As quotes go through approval processes you've configured, quote•hapily will update key fields on the related Deal object.
| Property | Description |
| Current Quote Approver(s) | The email addresses of the user(s) most-recently requested to review a quote. |
| Date Quote Submitted for Approval | The date the quote was submitted for approval. |
| Date Quote Approved | The date the quote was approved. |
Creating a report on Quote Approvals
- In HubSpot, create a report using the Custom Report Builder.
- Choose Quotes as the primary data source and Deals as (one of) the secondary data source(s).
- Continue to configure the report
