Great minds think alike

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 ! ...read more

Dans l'onglet "Vente" puis "Devis", nous avons accès au listing de l'ensemble des devis créés dans Hubspot. Or il n'est pas possible de modifier leur statut en cliquant dessus, ou en cliquant sur "actions". Cela est clairement préjudiciable car nous en aurions besoin pour faire un tracking efficace des devis, qu'ils aient une signature électronique ou non. Nous aurions besoin de pouvoir modifier facilement, en quelques clics, le statut des devis. Le plus pertinent serait de pouvoir choisir les statuts :  - Publié - Signé - Refusé - Annulé - Brouillon - Archivé   Et quand en France on aura la possibilité de suivre la facturation le statut "Facturé, Facturé Partiellement, Payé, Payé partiellement".   Si quelqu'un a une solution, je suis preneur ! En tous cas n'hésitez pas à Liker pour qu'Hubspot fasse évoluer le CRM !!! Capture d'écran du listing avec les statuts impossibles à modifier manuellement... ...read more

The problem: only the deal owner (who also owns all quotes associated to the deal) get notifications when a quote is signed. The user who created the quote, does not.    Use case: SDRs. They will often create the quote even if they don't "own" the deal. They should definitely have the option to get notified.    Solution: add a setting in notification settings to toggle on or off quote signed notifications for quotes you've created.    Result: everyone rejoices and sleeps in peace.  ...read more

I'm reaching out to propose a new feature for HubSpot that addresses a crucial need in mass file distribution. Currently, when sending file links to a large number of recipients, we lack the ability to track detailed engagement metrics, such as the time spent on each page of the document. I suggest the development of a feature that enables users to send file links to multiple recipients simultaneously while providing comprehensive activity tracking. This would include not just who clicked on the link, but also how long they engaged with the content. Such a feature would be especially beneficial for large-scale marketing campaigns or mass communications where understanding recipient engagement is key. Implementing this feature would greatly enhance our ability to analyze and optimize our content strategy based on detailed recipient engagement data. Thank you for considering this enhancement.   ...read more

Hey, We use a fairly normal straight forward sales process involving a quote, once signed a contract, once signed an invoice.  Why does HubSpot Sales Hub not allow for there to be automations after quote e-signature, to then send a contract (template) allowing for e-signature as well and all can be automated, with the documents being stored on the custoemr record - perhaps by creating a new field on the right for documents much like we have attaachments?  At present the quotes are all saved under quotes, and not on the actual customer record, in order to get them on the record I have to download them from quotes, and upload them into the customer record.  That seems a little redundant.  I know there are several questions here, but testing to see if we are able to complete our sales process through HubSpot or if we need to integrate further software.   ...read more

When I create a quote with line items, it takes me to the screen with step one for entering the quote details, but there is no "next" button to proceed to the next page and stage of the quote prep???    Can quotes ONLY be done using a desktop for HubSpot? ...read more

Hallo HubSPot Team,   gerne hätte ich die Möglichkeit, den Mitarbeitern einmal pro Woche eine automatische Nachricht zu senden, wie weit der Status des erreichten Umsatzzieles ist. Ich weiß nicht wann die jetzigen automatischen Mails zu den Mitarbeitern bekommen.   Ich denke bei einer wächentlichen Mail.   z.B. 30% vom Monatsziel erreicht die fehlen noch 70% was 50.000 € entspricht.    Ich würde mich sehr freuen wenn es diese Möglichkeit gibt. Umso öfter die Mails und Infos an den Mitarbeiter gehen umso motivierter ist er das Ziel zu erreichen.   Grüße Florian  ...read more

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