We currently use Google sheets to create and send invoices. We plan to start using Hubspot. It would be great if there was a functionality to bulk import old invoices into the invoice object that we can then connect to deals, so we have all historical and present invoicing data in one place.
This sounds really interesting and useful. Would you be up for a quick call to explain to me how you'd like the feature to work. We do some stuff in this space and might be able to collaborate on a solution if you'd like?
Happy to message here or you can send me an email james@portant.co
I second the need for this. I have a large number of clients with repetitive invoices, and it would be great to be able to do all the math in a spreadsheet and import it to create the invoices in Hubspot.
This would be great for customers who are replatforming or changing their invoice process to use Hubspot. After all, not everyone starts with Hubspot from the beginning 🙂 in fact, many people aren't using any tool at all - just excel, PDFs, etc.
Historical data/information about your past income from customers would be so helpful.
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