Great minds think alike

The possibility to add attatchments to quotes. ...read more

Be able to upload Google Sheets for team members to reference or download from Hubspot documents. Be able to associate them to a deal, and Hubspot to reflect any updates made to the sheet in Google Sheets. Currently only able to upload a PDF or presentation from Google drive.  ...read more

We are a home service company with multiple locations in various states, and it would provide a better presentation for our estimates if we could designate the local company address on our quote forms. Currently we are only able to dynamically add/include a single location. Sales Reps can update this field manually each time, but this is not ideal, effecient, or consistent.  ...read more

We have a SaaS product that invoices annually. We've set the product to be configured as "annual". However, when we enter a discount into the quote, the resulting quote uses language that says something like "discounted for year 1" instead of saying something like "discounted annually".    Discounted for year 1 just isn't accurate. The discount extends each year going forward. There is no way to change this, which seems kind of crazy because the description is inaccurate. An "annual" product isn't just discounted for 1 year. Is there any way to change that language to have it reflect annually as the discount will be extended each year of the contract and not just for 1 year? ...read more

Sometimes I want to fix a typo or add an image to a document after it is uploaded to the doc and a unique URL link is created for a client. It will be great if there is an option to re-upload the document and have the option to use the same URL for the client. ...read more

Having folder in documents is great. However, Staff are rarely using them as the folder can quickly be lost amongst all the files not in folders. This leads to staff constantly having to filter or search for their files making folders redundant. I think Either a File/Folder Tree style explorer would be useful or alternatively, having it sort and display folders before showing files. I think this would make them more useful and lead to more staff using them. It also makes it easier to have training based documents for new staff  in HubSpot. Currently I need to tell them the name of each file individually so they can search for it as a folder that could contain all relevant documents is too difficult to find.  ...read more

Create multiple levels of subfolders within documents to create organization and efficiency. ...read more

In the dynamic world of vaping, the importance of not just the product but its packaging cannot be overstated. The first impression is often the last impression, and in a market teeming with options, your vape cartridge box can make all the difference. It's more than just a container; it's a canvas to tell your brand's unique story. 🎨 Design Matters: Your cartridge box design is your brand's visual ambassador. It speaks to your potential customers before they even open the box. Sleek, modern, and aesthetically pleasing designs catch the eye and pique curiosity. Whether you opt for bold, vibrant graphics or a minimalist approach, your packaging sets the tone for your product. 💪 Strength & Durability: Your packaging needs to do more than just look good; it has to protect your product. The Cartridge boxes should be sturdy, durable, and tamper-evident, ensuring the safety and integrity of your vape products. High-quality packaging not only safeguards your product but also elevates its perceived value. 🌱 Eco-Friendly Solutions: With environmental consciousness on the rise, eco-friendly packaging is more than just a trend; it's a necessity. Sustainable packaging solutions not only reduce your carbon footprint but also resonate with a growing base of eco-conscious consumers. ...read more

When openign an attachment (for example a PDF offer) the file opens in a preview window. Would be better to open the attachment in a popup.  ...read more