Grandes mentes pensam igual

Submitting this idea on behalf of the customer. Here is the description of the issue he is experiencing: The current quote eSignature process doesn't have the ability to generate unique URLs for each signer, so as a workaround it asks the signer to 'verify' their email address by clicking the sign button, entering their email, receiving a verification email, going to their inbox, finding the verification email, clicking a button there, coming back to the quote page, and finally signing.   Not only is this process tedious and confusing to our older, less tech savvy customers, but it's prone to failure when the verification email ends up in their spam folder. Your product team might say something like "have the client whitelist XX email address in their inbox", but if you've ever worked in sales or with any kind of everyday customers you know that's not realistic.   To deal with this, we've now resorted to telling our customers that the process might break and trying to get them to be on the phone with us while they sign so we can troubleshoot. Not only is this a waste of time for our sales people, but it annoys our customers. I've attached a screenshot of a recent email exchange to give you an example.   All this said, I love the product y'all have built. As a former developer, I know software is hard, and I assume it's even harder at the scale you're at. So this feedback is coming from a place of genuine care. I think you have the best product in the market, but you're stumbling one foot from the finish line by making it so hard for our customers to sign. Thank you in advance for your time, consideration, and (hopefully) help! ... Exibir mais

With the new folder tool, we are able organise Products into our Product Library. However, this would be much better if we are able to import Product directly into the folders.    Typically, when using a Product import, we are importing a long list of Products and it is time consuming to have to move each individual Product into a folder after import.  ... Exibir mais

I am a bit shocked, I am new in Hubspot and I start to using products and I realize that there is no translation for product, I have to create duplicates in particular language. Strange ... Exibir mais

There are times when I need to add files to quotes in regards to installation guides and product details. Would be good to be able to attach files and insert product images into quotes. ... Exibir mais

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. ... Exibir mais

hey!   We wanted to implement Quotes as part of our sales process.  Overall, the functionality looks great and easy to use, apart from one thing - we can't edit our company address. Our HQ is in Germany and this address is in HubSpot. But we also have an office in New York and our team out there should also be able to issue a quote as a separate entity.   It would be extremely helpful to be able to set up two addresses for issuing company and switch between them.    I am also open to any suggestion and workarounds. I believe there are other users with a similar situation. ... Exibir mais

It would be useful to have the Direct Bank Transfer option in HubSpot's Stripe integration for Quotes, so that customers can pay by method too.  ... Exibir mais

I am very happy that the new "Products" feature was added under deals. I think this gives the opportunity to create very good reports on sales by products.   However, I would like the opportunity to create custom reports using the products. I would like to create, for example, the revenue from each product over time in a line graph, the cumulative revenue from products over time in a stacked area graph.   At the moment, the "Sales by Item" and "Average selling price" table reports available among the pre-made reports are not very visually descriptive. I would like the opportunity to customize them. ... Exibir mais

The current quotes work amazing when it comes to emailing links. I like the feature a lot and it makes a ton of sense from a tracking perspective.   The one issue our Sales Team runs into is when the end user (customer) does not allow for such systems. We deal with the armed forces quite often and they ask for a PDF immediately. I know you can download it later but it would be nice to have a feature to automatically attach a PDF version to the initial email you send rather than a link.   When I click on generating an email after I am done with the quote, it inserts the hubs link (rather than the name of the quote, which is also a nuisance) but it would be nice to have an option that says something like: attach as PDF or attach as link (or both).   This would allow our Sales Team to send the email with tracking while also providing our customers a PDF copy right out the gate rather than having them to open and click "Download". ... Exibir mais