Great minds think alike

RosalieC · ‎Feb 21, 2025

Notre secteur d'activité dispose de plusieurs taux de TVA en fonction des produits vendus : 5, 10 et 20 %. Le taux et le montant de TVA doivent être inscrits sur les devis réalisés. Lors des tests, nous nous sommes aperçus que si nous renseignons le taux de TVA dans chaque ligne de produit, nous n'avons plus la possibilité d'ajouter une remise, des frais ou une taxe sur l'ensemble du panier. Est-il possible de trouver une alternative pour que nous puissions avoir ET le taux de TVA pour chaque ligne de produit ET une remise sur l'ensemble du devis ? Taux de TVA différent pour un devis

samglenn · ‎Sep 4, 2019

For all content options that allow you to organize with folders, it would be extremely helpful to be able to create folders within folders for better organization leading to less duplicates and efficiency when looking for content already created my a teammate. September 2021 HubSpot Update Hi everyone! Thank you for your enthusiasm for this idea over the past few years. We're glad you're excited about getting folders in different areas of HubSpot's product and we're working on making that a reality. As the original idea mentions a few different product areas managed by different product teams, we're breaking this idea into different ideas to ensure we can provide helpful updates as they're available. Going forward, please use the following ideas for upvotes and comments around different folder requests. Marketing Emails Lists Workflows Sales Tools Please note that while these new ideas have fewer upvotes, we are tracking their association to this idea and counting these upvotes towards the new requests. To ensure we filter new upvotes to the correct areas going forward, we have disabled comments on this idea. Thank you again for using the ideas forum and for your enthusiasm for these products!

Lucila-Andimol · ‎Mar 20, 2024

For the moment in Enterprice licences it is only able to use personalization tokens of custom objects in Marketing emails BUT not in sales email templates or snippets. We need this information to be availables to better personalize the sales activities .

CCorbet8 · ‎Apr 22, 2025

I'd like the option to remove the meeting scheduling link when I share a document. Currently this appears underneath the user icon in the top right corner and cannot be disabled. It's not something I always want enabled.

DavidWilson · ‎May 16, 2024

It would be useful if HubSpot allowed form submissions to be downloaded as a PDF. Currently, to convert form submissions to PDF, users have to use a minimum of two other platforms to find a workaround; This is unnecessarily complicated and could be simplified by HubSpot adding a "Download as PDF" option. Hope to see this change implemented soon.

CBouteille · ‎Jan 29, 2024

Il manque un affichage HT dans les devis ET surtout dans le listing des devis (onglet "Vente", puis "Devis". 1) Dans les devis en eux-mêmes, ont devrait quand même avoir le : - Total net HT - Montant de la TVA (20% ou autre) - Montant total TTC Et aussi indiquer les remises s'il y en a dans un sous-total 2) Dans le listing des devis, indiquer le montant HT et non le montant TTC !!! En France, c'est obligatoire pour les reportings commerciaux. Je vous envoie un screen du montant total de mes devis, que je suis obligé de recalculer manuellement à chaque fois pour avoir des stats correctes en HT... Si quelqu'un à la solution je suis preneur, sinon likez/commentez pour qu'Hubspot fasse quelque chose !

amoa · ‎Feb 10, 2020

Especially in the latter stages of the sales process, we are sharing Sales Documents with leads quite extensively. Whereas the tracking and reporting on the Sales Document page itself is good - I can see a full list of who downloaded the document - the tracking and reporting on the contact page is very limited. I propose to enable clicks on a 'Sales Document' to be used as a trigger (e.g. for a workflow) in the same way you can do this with Page Views. This can then be used in a range of funnel activities, e.g.: Enrol contact in a new workflow Populate a custom field on contact for e.g. 'Downloaded Document X' with value 'YES' to provide better visibility of whether or not a contract has downloaded the document. Allocate Hubspot Score points as downloads of these Sales Document is a major indicator for whether the lead is hot, or not.

Carlin · ‎Sep 25, 2020

I'm a big fan of the quote function taht allows the customer to digitally sign agree to the quote sent, however many of our products have 'optional extras' that a client might wish to purchase. It woudl be great if there was a way to include a tick-box finction so that the customer could shoose which prodcuts they would like to sign up to.

kbialy · ‎Jan 29, 2018

Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list and workflow of those who have viewed your documents. This prevents us from adding contacts to lists, campaigns and the ability to communicate with these clients based on their specific interactions. Thank you!

Lucila-Andimol · ‎Jun 15, 2021

Sometimes when a deal is closed won, with an approved/sign quotes changes must be made (because of a sales misunderstanding or error) Even if the sales team create a new quote for approval, this old quote need to be canceled. We need this functionality to avoid having quotes that are no longer valid related to deals that are closed won. Thanks

Great minds think alike

Taux de taxe différents pour un devis

Marketing Emails / Lists / Workflows / Sales Tools - Folders

Custom Object personalization token for sales emails and snippets

Add option to remove scheduling link from document share UI

Download Form Submissions as PDF

Affichage des devis en HT

Use clicks on Sales Documents as trigger (e.g. for workflow)

Quote options for customers to select and agree to

Ability to create lists and workflows from Document views

Cancel or Delete Approved/Signed Quotes

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