Great minds think alike

We have an issue that the sales team dont always fill out mandatory information with playbooks before creating deals from leads. It would be useful to make it a required task to complete a playbook.  ...read more

I find it very hard once you've created questions to put them into a different position. It would be nice to become able dragging and dropping questions around. ...read more

Working with Chatbot and Support Chat, it does not appear there is a playbook reporting functionality. We recently implemented playbooks to help guide conversations and onboard new sales reps; however, now that they are implemented, it doesn't look like I can track when new ones are completed and what questions are being used most/least.    Please consider adding better reporting around this cool feature of HubSpot to allow users to improve their playbooks with data decisions!  ...read more

Hello    My issue is very simple and probalbly already adressed. I would like to export all the content of a playbook in a PDF, excel or other tool directly.       ...read more

hey hubspot,    it would be phenomenal if we could automate tasks that are essentially playbooks and cannot be completed until the playbook is filled out.    lmk if you have questions! ...read more

Would be great to have the ability to email a playbook that was filled in by a sales person, either via a workflow or just an email button embeded in the playbook ...read more

Give the possibility to make playbooks dependent on the deal pipeline.   For instance. Pipeline X show playbook 1 etcetera.  Right now you only have the option to make the playbook recommended. ...read more

Hello, I am a new user.  Looking forward to colletive ideas. ...read more

Sometimes a playbook with scripting has a lot of decision points that could cause the user to have to scroll around to continue the conversation.  Could we add hyperlinks to move the user around within the document, not to leave it? ...read more