Generate proposals/quotes from Deals and Products in the CRM
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AndyPitre
le
04-04-2017
03:45

Create products/pricebooks, & send/receive agreements/quotes/invoices in Hubspot CRM.
In order for us to use Hubspot CRM as a stand alone CRM we'd need to be able to choose products within a deal, Calculate the Full Amount if there are multiple products in one deal, and create agreements/quotes/invoices to send (hopefully through electronic signature) to our clients.
Then of course be alerted of the returning signed agreements within CRM.
Automated Triggers throughout the agreement/quotes/invoices process would be great as well.
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