HubSpot Ideas

llegault

Add a portal-wide setting to set Sender Job Title in 'Your Information' when creating a quote

Currently you can only set a sender job title in the quote you are creating and have to repeat the process each time you create a quote. I suggest having a user set their job title within their HubSpot profile which can pull into each quote they create.

no title displays on quote creation in your information.pngyour information - sender job title - create quote.png

my profile - add job title.png

11 Replies
nthatcher-airbr
Contributor

This is a great idea. I always found it odd that my Job Title wasn't applied globally to all activity 

davidski
Member

Goodness yes. It's odd that this is not a global property associated with a user.

JFaro
Member

YES. Terrible UI/UX right now. Selecting your info which brings out a pop-over menu is not intuitive. Perhaps an icon next to your name or an "EDIT" link

Kyle_Turner
Participant

Should definitely have a place where an admin can have access to edit these fields.

CUrsu1
Contributor | Elite Partner

Agreed, good idea. User training would be easier as well, send them to update their profile in one place.

GNewson
Member

complete agree this is needed

Niallp7
Participant | Diamond Partner

Yes, I agree this should added by default!

NicoleSengers
Guide | Elite Partner

It seems strange that this is not already in play as it doesn't make sense for sales to have to add the same details in every single time.

RSale
Member

100%! Please add this capability!

SJackson29
Contributor

HubSpot Team should have the defaults for the Sender Company Name, Sender Address, etc.  The Sender Title should come from the Profile and all of these should automatically default on the Quote.

JGsaller
Member

Should definitely have a place where an user or admin can edit these informations... PLEASE