Great minds think alike

It would be VERY useful to allow us to add offline payment methods on quotes or on a form. Currently, it appears you can only set as "no payment", "hubspot payments" or "Stripe". Really missing a custom option here.    We have cases where our billing team needs to issue an invoice and get paid via check, cash, or wire.  ...read more

I would like to bring up the idea to link deals or duplicate from one pipeline to another pipeline to trigger the workflow in the other pipeline. All notes, tasks, contacts, etc are duplicated into the other pipeline.    Example: A deal that is in the sales pipeline has reached the deal stage "closed won."  The salesperson wants to hand over the deal to the customer success team, but not lose the deal value associated in the "closed won" column. The deal needs to be completely duplicated with all notes saved and moved to the proper deal stage in the customer success pipeline so the workflow can be initiated.    I spoke with someone in the chat system and I was directed here so that I can express my request.  ...read more

We need a custom property of type URL for links to diffrent content. For example. If I have specific content on my website for a white paper or a market study I would want quick access to that content from my Deal or Company record. also if we are woking off client specs that are held in a VDR (box, sharepoint, sharefiles, dropbox, googledrive) that the customer has profided I want to keep that link at my fingertips when I create the proposal.  ...read more

I would like to be able to see property history for line items on deals.  Deletions, additions, changes in pricing, terms, etc..  Being able to view this information and see how a deal evolves would be very beneficial to our sales team.  ...read more

Reports today have minimal utility without exporting to excel.  A great user experience would be to open a report, it opens in the entire screen to view as many of the rows and columns possible, and have in-line editing functionality.  (By in-line editing I mean having the ability to click the cell to change the value and have it save.  You can do this natively when in Deals or Tickets... but not reports.)   When I click on a report today: -the real estate of my screen is wasted on framing vs. seeing the data in the report.  Only 20% of screen displays the data from the report.  -To view more the report without using excel: you have to create a dashboard to use more of the screen real estate -I believe if data in reports or dashboards were editable data higene and productivity would go way up. Thank you for reading/considering!   ...read more

We have set up integration of Hubspot CRM with Gmail.   If one of my colleagues emails a contact, this email is automatically associated with the last X open deals where this contact is connected to.   For us this does not make sense at all. Let me give an example:   Company ABC has 10 deals running with us. 5 of those 10 deals are associated with contact Jeff.   If one of my colleagues now sends an email to Jeff about a warranty issue totally unrelated to any of these 10 or 5 deals Hubspot automatically associates this email with the last X open deals associated with Jeff.   I don't even see when this automatic association would make sense?    So I vote for have an option to disable this automatic deal association asap.    At this moment our CRM is a total mess because of this and that is the opposite of what I wanted to achieve with this CRM. ...read more

Hubspot has been great, but one feature I had in Salesforce that is lacking is the ability to customize the Deal About section per Pipeline. We use Pipelines to separate our lines of business and the About section fields that correspond to each Pipeline are very different. Since we don't have this ability now, we have to add all Deal-related fields to our Deal About view and it is becoming too much to scroll through.    I would also like to change the Deal layout by first selecting an Agreement Type from a custom drop-down I set up. This would allow fields only pertaining to that type of agreement to be shown instead of having to show related and unrelated fields to that particular deal in the About section.   Please get this developed ASAP! I am sure many more users need this, want this and will pay for it! ...read more

Lorsque nous créeons une transaction directement depuis la partie Transaction et que nous associons une entreprise (en bas du formulaire), nous rencontrons des difficultés dans le choix du client (cf capture jointe). Est-il possible d'ajouter des éléments différenciant (ville ou siret) afin de pouvoir distinguer les clients les uns des autres svp et choisir le bon client? ...read more

Hi guys,   It would be great to show multiple companies in one quote template (today I can show only one company)   Thanks       ...read more