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  • Solved
    CIuhos on November 19, 2021
    0 upvotes
    2 Replies
    Hello , I'm creating my own email templates that I use separately from my team members, so I've built my own folder for them. As my folder is already piling up, I would like to categorize them into different subfolders so I can access them more co...
    Reply
    Participant
    November 19, 2021 10:24
    Thanks for letting me know! I've done that. Cheers
  • GTooher on November 15, 2021
    0 upvotes
    1 Replies
    I am trying to create a quote template and when I use any of the create date options under Deal, Quote, Company or Contact the date is always a string of numbers and not an actual date. See screenshot attached of behind the scenes and the output. ...
    Reply
    Community Manager
    November 15, 2021 13:23
    Hello @GTooher Happy Monday! thank you for the information provided to us! I would like to invite a few top experts to share their ideas in...
  • DWeaver on October 27, 2021
    0 upvotes
    1 Replies
    My company uses a word doc called a Company or Deal Summary. It is a two-page document that captures specific details of the company, the contact information, and deal specifics. Currently, our sales team sorts through our Hubspot notes and properti...
    Reply
    Top Contributor | Diamond Partner
    October 27, 2021 21:43
    Hi @DWeaver , I couldn't find any app to export HubSpot data onto a doc. Why not use HubSpot's internal export tool to export data, only issue is ...
  • Solved
    HerveFR on September 10, 2021
    0 upvotes
    2 Replies
    Hello everybody, Is it possible to use emoticons in snippets and email templates ? I've tried and it looks horrible as when pasting an emoticon, its size is a lot too big, not the same as the used font ...
    Reply
    Participant
    September 23, 2021 09:19
    @Josh , thanks for this answer anyway. I've voted !
  • Solved
    HerveFR on September 10, 2021
    0 upvotes
    3 Replies
    Hello everybody, In french, we do lots of differences when writing to a man or a woman (like adding a "e" at the end of some verbs when writing to a woman : "tu es invitée / you're invited"). All my contacts have a Man / Women boolean field. So,...
    Reply
    Key Advisor
    September 10, 2021 09:05
    Hi @HerveFR , I've just tried and can add personalisation tokens to all email templates, not just sequence emails. Hopefully...
  • Solved
    Baduist on August 29, 2021
    0 upvotes
    1 Replies
    First let me clarify - for the purpose of this post "workflow" is an acctual workflow I want to achieve in real life, and not referring to the workflow feature in Hubspot (unless it can be used to achive this). I'm trying to figure out the best ...
    Reply
    Top Contributor
    August 30, 2021 03:57
    Hi @Baduist ! How are you? Actually you can do all that with HubSpot Workflows. There is a feature called "Delay until event happens" that could...
  • CMayer on April 11, 2021
    0 upvotes
    1 Replies
    Hi 🤗 we created a custom proposal template (like describe here https://knowledge.hubspot.com/deals/create-custom-quote-templates-beta ). When creating a proposal from a deal I can select the template - it all works fine. But: I always n...
    Reply
    Community Manager
    April 12, 2021 07:11
    Hi @CMayer , I'm glad that you're using the beta version of the proposal templates with quotes . I would recommend sharing this feedback in ...
  • HubSpot Product Team
    March 05, 2017 09:03
    Hey @Deb_CT , could you confirm exactly where/when in the HubSpot product you are experiencing the error? Here's a post from one of our moderators ...
  • Solved
    leleriva on January 25, 2017
    0 upvotes
    1 Replies
    hi to everyone im having problem with the object : i was writing a customize email and i wanted to add a contact token. none of them is working, they appear in red instead of green. only all the company tokens are working. is there a reason? m...
    Reply
    HubSpot Employee
    January 25, 2017 10:02
    Hey @leleriva , thanks for your question. I believe everything that you're seeing is working as it was designed. The red tokens will be contact prop...
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