Status: Idea Submitted
Hi all,
We require that our users be restricted from using certain aspects of Hubspot, particuarly in the product page. For instance, we use Pandadoc, and therefore don’t want users to select “Create Quote” from the product page. We also don’t want them to “Add Products”, as our products should be selected from the existing library instead.
I agree with this, we actually integrate with PandaDoc for quotes, so don’t need this tool at all.
Hello,
This also would be very useful for folks who use any integrated invoiving software such as Quickbooks. We would like the ability to separate permissions underneath deals to allow certain users access to deals but limit quotes, invoices, products, etc.