Las grandes mentes piensan igual

Right now, there is little we can do with Sales Documents beyond looking at the specific page to see who viewed it. We would like the ability to increase the lead scoring with those leads who have opened/viewed a linked Sales Document. This will also allow us to use the filter in some reporting as well. ... Mostrar más

Who: The feature can be for anyone interested in seeing how their quotes are performing  Goal: So if you were to go to Sale --> Quotes the table there shows you some information about the quote. It would be nice if one could edit the table to view specific details about the quote such as the units quoted column and the quotes that resulted in a deal or not such as a closed won or a closed lost deal column Value: Easy of finding information about a quote without having to look at each individual quote or need to create  a report before accessing the information Example: I am not aware of other products I only use HS. I know this could be tricky to implement, but the idea is to be able to look at this quote table and know at a glance which quotes resulted in a deal and how many units were sold.   ... Mostrar más

Hi, I face an issue when editing a quote. We sell licenses, and the element of the price are usually : - The monthly price of the license - The amount of licenses - The duration of the license My price is the multiplication of all this. In Hubspot quotes, there is no way for the duration (in months), to be applied in the calculation. Here is an exemple : - Licence price : 29,50€/month - Duration : 6 months - Quatity : 40 licenses I would like to have a price that is 29,5 x 6 x 40 = 7080€ On the price column it reads something that looks correct: "€1,180.00 / month for 6 months" That should equal to 7,080€, but insead, it's 1,180€ that is taken into account in the quote total amount 😕   I'm sure I'm not the only one facing this issue! ... Mostrar más

Currently, I am not able to use the quote function because quote template are default properties, and HubSpot currently do not support creating a custom line item property for templates.   Why? Can someone please help?  ... Mostrar más

Create a Feature to send a document (SLA) via HubSpot where you can ask the customer to sign, similar to the feature we have with Quotes. ... Mostrar más

It would be great if a file uploaded into Sales Documents using the same filename as an existing one would replace the previous version and retain the Links Created and Views history.   That way, I can, for example, more easily see how many times my team is sending a document using this feature even if there were minor changes made to it over time (e.g., formatting updates, grammatical improvements).   If a user wanted to differentiate the history between versions of a document, filenames containing version information would provide this functionality. ... Mostrar más

HEIC is Apple's proprietary version of the HEIF or High-Efficiency Image File format. It's iPhones default setting for images.    You can't upload HEIC's directly into HubSpot technically... but sometimes you can: https://vimeo.com/766275366   HubSpot should be HEIC compatible.  ... Mostrar más

Instead of having only files available for addition to a sales record, it would also be helpful to be able to add documents to a record. This would just add versatility to how one uses the Documents Portal. ... Mostrar más

I am looking at our sales documents and noticed a good amount of the views are including our own employees. It'd be great if there was a way to exclude these views from the overall count. ... Mostrar más