simon_toussaint

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Simon Toussaint

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GMoore on July 20, 2021

Contact Pipeline

Deal pipelines are great, but what about contact pipelines. Currently, we have to open a contact, mark specific fields one by one, and then build filters or lists in our contact pages. For less "sales deal" opportunities (IE. referral, evangelist, read more

Reply Idea Contacts & Companies

12 upvotes

4 Replies

simon_toussaint

Member | Diamond Partner

September 20, 2022

Contact pipeline would help solve a frequent issue where HubSpot users are using deal without using / not using correctly the contact object. It's of...read more

AbbyDavey on March 05, 2020

Manually change quote status

Not all of our clients will sign a quote - so I would like the ability to manually change the quote status please.

Reply Idea Products & Quotes

161 upvotes

55 Replies

simon_toussaint

Member | Diamond Partner

April 30, 2021

This is indeed a problem when clients are using a mix between e-signature and manual signature, or no e-signature at all. More specifically, we canno...read more

KeeganSmith87 on April 23, 2020

Reporting feature should offer percentages

We're struggling with the inability for reporting to display percentages versus JUST numbers. For instance, in this example: If you have the TOTAL number of the stacked bar and the sub numbers broken out already, to also have the abi read more

Reply Idea Marketing Reporting Sales Reporting

231 upvotes

66 Replies

simon_toussaint

Member | Diamond Partner

April 23, 2021

While piecharts or other means of displaying data can be used as a workaround it's a feature often requested.

NilsK on January 02, 2020

Automatic adding of TAX (VAT) when creating quotes

We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes

Reply Idea Products & Quotes

495 upvotes

179 Replies

simon_toussaint

Member | Diamond Partner

March 31, 2021

It seems pretty simple, but not having taxes at a product level can cause a lot of problems when using HubSpot products / quotes. While I'm are aware...read more

mpatino on November 17, 2020

Custom property of type 'related object'.

While is it possible to add a many contacts, companies to a Deal and vice a versa, it is sometimes neccasary to create a field of that type that stays on the record itself. If I have a source for a deal, I need to associate that person with the deal read more

Reply Idea Deals

5 upvotes

2 Replies

simon_toussaint

Member | Diamond Partner

January 14, 2021

The need behind that is to be able to build a "relationship field", like in SalesForce. I think it's something important and I saw many times needs f...read more

simon_toussaint on January 14, 2021

Support multicurrency for deals coming from salesforce

Actually when deals are imported from SFDC, if we have multiple currencies managed in SFDC, it's imported with default currency in HubSpot. Ex. a deal of 100k USD in SFDC, will be imported in HubSpot has 100k EUR deal if the currency by default is read more

Reply Idea Admin Deals Integrations

34 upvotes

14 Replies

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