Great minds think alike

Currently, HubSpot allows admins to set the default fields on records like Deals/Contacts. The problem is the admin is unable to push these changes thru to existing users. (Only new users will see the updated field settings as the default. While users can technically go into their settings and revert to the account defaults this is too advanced for many employees.)   What ends up happening is that the employees Deal records have fields that don't make sense, and are out of order. Plus us admins want to discourage certain fields from being used and encourage other fields to be used in their place.   We need the ability to overwrite individual user's layouts and push our changes through for the benefit of the organization. So PLEASE HubSpot allow admins to force field layout changes to existing and new users. Thank you. ...read more

We've experienced a major problem recently when adaptive testing landing pages. Whenever we are testing a landing page, we obviously have to name all of our variations. When a test ends, and the winning page becomes the permanent page, the page is renamed to that winning variation's name. This has caused major problems for us when it comes to our CTAs and buttons. Whenever we choose the "one of your pages" option to link a button or CTA, the page no longer exists because it has been renamed. We'd love to avoid having to go through and update every one of our CTAs and buttons with the "new name" of the page. I reached out to HubSpot support, but it doesn't seem to be user error.   It would be great if we could test our pages without having to worry about our buttons giving a 404 error every time we end an adaptive test. In the mean time, if there is a work around for this, please let me know! I have attached a screenshot below of where we're seeing that the page doesn't exist. ...read more

Instead of adding a thousand times options for posting to social media, I would love to be able to set time options by social media platform. For example, when selecting the post for Instagram, have certain posting times show up that are relevant to that platform and so on for each specific account. It would be much more helpful to only see good times to post for each platform vs. having all times listed and trying to remember which times are better for which platform. ...read more

It would be great if we could access all of the recurring emails on reports that have been set up and who they are being sent to, all in one place, rather than on a per report basis. I have so many reports set up and different people asking for different reports to be sent to them, that I find it hard to remember half of them. Naturally, you will then have someone ask you to send them all of the same reports you're sending someone else, and I personally, haven't got a clue where to start.  Even if you could just organise reports by which have recurring emails associated that would be a big help.  ...read more

It would be really great to categorize or Label CTAs and be able to track the performance of CTA categories/label groups.  ...read more

We stronlgy feel that a few minor improvements would make the Quotation tool immediately a lot more usable. We are planning to use the current version, but feel bit hamstrung because of the lack of these.   Namely: -Make it possible to create on the line items table custom paragraphs to which user can choose, which line item atrributes are shown. For instance total price per month without the billing frequency. Currently the (paragraph) options offered by the line item table are not flexible enough to serve different industries. -Make it possible to have multiple line item tables on single quotation. We need to be able to separate SaaS costs from service costs (like onboarding project cost). The fact that all costs (recurring and single) are bundled into one 'total' field is just not cutting it. Also we strongly feel that you need to at some point let users use similar CSS editor to the landing pages to craft their own quotation templates. We respect that this seems like something that requires more work, but for the tool to be really good, you need to let users craft their own templates.   Regarding products, why is the billing frequencey and time unit to which the price of the product is connected bundled into one field? We base the recurring fees to monthly cost, but billing frequency migh vary depending on customer preference and its silly to make separate products for each customer.   finally it is just wonderful that Hubstpot is making a quotation/contract tool in the software. This is much preferred option to using 3rd party automatization and lowers the bar to utilize automation in this area. Great Work! ...read more

using Follow Up Task, which is great and it would be even better if you could change the type of Task... but you can only follow up with the same task   imagine initial task was a Call but the follow up is email Would be better if you ou could change / choose the type when doing the follow up !!   Mikael  ...read more

When creating a workflow with a deal that will when closed and won automatically create a new deal it would be great if teh quote attached to the original deal could be cloned rather than just moved ...read more

Suggest having an option for sending scheduled emails daily but not for Saturday and Sunday as no new update for office workers. ...read more