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Map Company Fields to Deal Fields

We sell through dealers, so a given company will have a ton of deals underneath it.  It would be awesome to map certain fields (company type, credit information, etc.) to the Deals underneath it.  

 

As it currently stands, the data must be manually typed in twice, and duplicate entry is always bad.  

 

The primary reason the "associated company" card (which shows the relevant Company properties in the Deal object) is good but inadequate is because we need the company info imported into Deal fields. For example, to generate a quote via PandaDoc (currently the only way I'm aware of to do that), the only thing we can pull from are Deal Fields. Most of the Company Info (including Company type, Billing Address) would transfer across to every deal. At present, we have to manually retype it to get it to show up on a quote or other internal documentation. It's a field mapping issue we need to address.

4 Comments
Moderator
Moderator

Hey @fbarnett thanks for posting! Your ideas are important to HubSpot as well as to other customers whose needs might fit this feature request. Our Product Managers regularly review top voted ideas and will put every effort into implementing ideas that will benefit the majority of HubSpot's user base and fit in with our product roadmap.

 

In order to get as much information / context to our product team as possible, but also to help others understand what they are voting for, would you mind letting us know why the "Associated Company" card in a Deal is not sufficient for gathering this information? Indeed, when a Deal is associated with a Company, that Company appears in the Deal record, and you are able to manage which properties appear in the Company card. Could you clarify your use case on having this information in Deal properties themselves, rather than gathering it from the Company properties that appear in the Deal record, like so:

 Company.png

 

Thanks so much for your help!

 

May

fbarnett
Occasional Contributor

Hi thanks for the reply. 

 

 

The primary reason the "associated company" is good but inadequate is because we need the company info imported into Deal fields.  For example, to generate a quote via PandaDoc (currently the only way I'm aware of to do that), the only thing we can pull from are Deal Fields.  Most of the Company Info (including Company type, Billing Address) would transfer across to every deal.  At present, we have to manually retype it to get it to show up on a quote or other internal documentation.  It's a field mapping issue we need to address.  

Moderator
Moderator

@fbarnett thanks so much for the additional context, that absoutely makes sense. I've just updated the text in your original idea to include this use case!

gil100
Regular Contributor

For us, having the company revenue and the territory in the deal view is very helpful as it provides more context to the deals funnel.

So for example a sales person have 5 deals in his board, but one is with a large company and 4 with very small ones.

It is true that the size of the deal is what's important. But the size of the company gives also a good indication on the length of the expected sales process (typically large=slow), plus if the deal size is still unknown size of the company for our business can give a good indication of the size of the expected deal.

Other fields we would like to be able to filter the deals board are territory that we had to create per lead.