Great minds think alike

This feature request is to serve Sales teams to allow for better deal management and reporting.   We'd like to be able to categorize line items by type and have the ability to calculate subtotals on a deal depending on the line items added. For example, if I'm selling my SaaS solution, and I have line items that fall under ARR (annual recurring revenue) such as subscription/license fees, and then line items for one time fees like service or implementation, I'd like to see a subtotal for each type of line item. E.g., "Total ARR" as a calculated field that sums up all recurring revenue line items, and "Total Fees" to calculate all one-time fee line items. Ideally, this would roll up into the deal total, so that we could see the total value of the deal that is closing and report on deals with recurring revenue to help forecast for future growth.   ...read more

Currently recurring revenue amounts are only available in the account default currency. We need it optional for mutliple curencies just like the deal amount ...read more

Hello,    At the moment, it is not possible to restrict editing the unit price and/or the discount %  value on the quotes tool. However, this functionality would be beneficial as it would help to create consistency by restricting users on editing either the unit price (and/)or the discount rate.    Can this be added as a functionality in the Price and Quote tool? ...read more

It would be great if just like "Get Email" There was a "Collect File" option so that just like in a form submission, the bot could collect a file and save it to an existing property on a contact record.   Similar Asks: https://community.hubspot.com/t5/HubSpot-Ideas/Attach-anything-other-than-a-URL-to-a-chat-ie-image-file-gif-or/idi-p/27750/page/2 https://community.hubspot.com/t5/HubSpot-Ideas/More-Chat-Widget-Styling-Options/idi-p/13806 https://community.hubspot.com/t5/Sales-Hub-Tools/Chat-Attachments/m-p/199510 https://community.hubspot.com/t5/HubSpot-Ideas/Option-for-disabling-attachments-in-the-chat/idi-p/271117   ...read more

Settings - properties - Hubspot score. You used to have a button at the top of the page where we could add new criteria. But now the button is after the last added criteria. In our case I have to scroll and search 83 criterias down to get to the bottom of the page. Love the function - but not so user-friendly.   And one more thing regarding the HubSpot score, please remove/extend the 100 limit 🙂 ...read more

I need to send one-off marketing emails with data that's unique to each recipient. Right now the only way to do this is to create a new contact property, which isn't an ideal solution because we only need to reference this data once for this one single email send.    My team would like to use a custom personalization token in mass marketing emails, with the ability to upload a list of data matched to each email recipient in a static Excel sheet. The Yet Another Mail Merge app is an example of another product that has the functionality.      ...read more

Dear Developers,   it would be great, if the time zones could shift automatically to Daylight Saving Time and back, so that planned postings etc. will not be published too early or too late if the time zone has not been shifted manually. Best regards, SCantaro ...read more

Hi team, Raising this for a customer here as I wasn't able to find a similar Idea Thread. Understand that for automated emails, we can use Deal Personalization Tokens within Deal-based workflow (Which makes sense) However, the current "test email" function is not able to pull deal tokens. Would be great if we are able to test out deal personalization tokens too just to make sure that the email is being sent out correctly. ...read more

Users need to be able to see when a Contact Property was initally created (calendar date). We're trying to clean up old/unused Properties, and a creation date would be helpful.  ...read more