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It seems strange that I'm able to create custom properties on Products (like notes, comment, is optional selection, serial number) but they can't be used/pulled into Quotes. I don't think any functionality will change when we sync our product library with our ERP unfortunately.  ... Mostrar más

I would like to be able to create my own personalized drag and drop email templates in the design manager. So instead of starting to create new drag and drop templates from scratch each time and adjusting them to the CI guidelines OR cloning templates which I have created according to CI, I want to build the basic templates by using the design manager. This way, users can select from my company-specific templates when creating emails (rather than choosing the five templates provided by HubSpot) and they are still able to be creative and do their dragging and dropping, but with certain design limitations.    This functionality is essential for large companies in order to ensure that CI guidelines are being adhered to. If not implemented, the drag and drop is basically useless. Also, simple cloining of drag and drop emails won't do the trick: Just think about the end of the year when the copyright date needs to be changed. This needs to be coordinated by using a global module (just like in the old Design Manager). That's just one of many exmaples where the new drag and drop reveals its weaknesses.      ... Mostrar más

Hi there, we really need to run filters on dates using relative terms like "today", "yesterday" etc. -- Salesforce has this ability and it's extrememly useful: https://help.salesforce.com/articleView?id=custom_dates.htm   Currently, if we want to run a List around our customers who expire at some point in the future, we have to go in and change the "after date" fitler each time to update the current date. (The rolling dates filter doesn't work in this case, because the dates we're looking for are in the future and not the past.)   Hopefully this is easy to do, thanks! ... Mostrar más

Some deals are closed once, but are renewed every week, month or year without having to close them again. Therefore, it would be great to have renewable deals that are automatically shown in the dashboard as recurring revenue.    This means we don't have to create a new deal each time and move it to the closed stage in order to show the closed amount in the performance dashboard  ... Mostrar más

We love the new Quote Approval function, but would like to be able to have more than a single approver.  There are several reasons why:   1) If the approver is out for an extended time, it would be important for them to easily be able to delegate approval to someone else in their absence so we don't end up with delays in our sales process.   2) We would like our quotes to go through an engineering review and approval before going to Sales approval, given the complexity of our solutions.   3) There are certain approvals that may need to trigger CEO approval based on whether we are recommending an aggressive pricing approach to compete on an opportunity.  We would like that option in our workflows. ... Mostrar más

Hi,   I want a pony.   I discussed this after my initial request to sync with Salesforce had been resolved excellently by HubSpot Technical Support. So, since that was done to my satisfaction, I asked for a pony. I was told that I cut out a bit and to please repeat what I said, so, I restated my request and was told, unfortunately that that cannot be done   I was then told that it would be "so awesome if I could make a pony gallop across your screen right now." I agree. I said I would file this as a ticket in HubSpot Ideas. So I am.   I think that it would largely be agreed that we work pretty hard and that we deserve ponies.   If you agree, pleaseee share this with your teammates and vote this up. We want ponies. We each deserve a pony. We demand ponies. Give us our ponies. ... Mostrar más

I really need the ability to create reports using OR filters instead of just AND filters.  For example, we use fields like AC1 and AC2 when a contact has multiple accounts.  When I create a report, I want to be able to see if there are customers with values in either of those fields, not just one or both. ... Mostrar más

It's a big problem, that somebody from a company merged Company (or other Objects) records and HubSpot doesn't provide information on who did this.   Also, it would be great to have a separate permission, that Super Admin can turn on or turn off for users who can merge records. At the moment there is no functionality to do it. As I know, everybody who can Edit records can merge them. It's weird because somebody can mistakenly merge records. ... Mostrar más

I want my reps to be able to edit records they are assigned to, but not have the ability to create a new record (deal, company or contact).    With anyone being able to create a record, we deal with duplicates, false information, and skewed data.   When we control the record creation, we can be sure our data is clean and accurate.   As businesses grow and have more and more sales, service or marketing reps, it seems unlikely every single user would be responsible for creating records, or should even be able to create records.   Surprised there is no setting for this in roles and permissions, but would love to see it added in the near future. ... Mostrar más