クリエイティブな才能を開花させよう

Jake_Lett · ‎6 7, 2022

When creating a quote you might have some small style or layout variate from a master template. Currently, the only way for a quote creator to adjust these is to have a unique template created or have a custom field in a deal or product that is referenced in the template. A developer could add boolean or choice fields to the quote object to give more layout control. Below are some quote-level customizations that would be nice to have. Comments to buyer to be rich text to allow for a personal letter to the buyer Toggle pricing Toggle cost summary table Toggle full screen when viewed online Toggle brand colors

ZGregory · ‎6 7, 2022

It would be amazing if like the desktop app when you are on a active call you could merge that call with another person or "add" them. You are able to place them on hold and then call someone else in your HS RC app but cannot merge. Thank you!

JVolbracht · ‎5 3, 2021

It currently doesn't seem to be possible to create a report that shows the conversion rates between different lifecylce stages if a stages is skipped. Example: Cold Email -> Survey Answered -> Follow-up Call 1 -> Scheduling Call -> Demo Scheduled -> Demo Completed -> Testing Scheduled If a demo is scheduled in the first follow-up call, Hubspot can not include this deal in total conversion rates. This missing feature takes away a lot of value regarding forcasting and analytics capabilities of hubspot. Does anybody know a solution that isn't just creating more reports?

samer47 · ‎6 7, 2022

Since there is so much real estate; can you add a button next to send that is "Send & Close" Conversation. I know its there in the drop down as the only option. But it would save a click if it was just a button next to it and probably a good design since there is only one option in the drop down. Thanks.

JNuttall · ‎2 14, 2023

Hi, Is it possible to create a form where a number is inputted into one of the fields which gets calculated by a certain number and the calculation auotmatically appears in the next field?

indy78210 · ‎11 10, 2020

I see that Country/region field is a single line field in Companies, and a dropdown field in Contacts. That's pretty much inconsistent, while the dropdown option is more appropriated. I cannot automatically copy/sync data between contact and company on this very field, and it's really annoying…

brittanyCP1 · ‎8 6, 2019

Hello, It would be very helpful to see when the next marketing email is set to go out to a contact. For example, we have a "Workflow" which has marketing emails sent automatically over a period of time. I would like Hubspot to create a property that shows the date the next marketing email is set to go out for each contact. Here's why- If I am reaching out to a contact and leave a Voicemail, then I'll also send an email. However, I don't want to send an email if one is scheduled to already go out today. Thank you so much!

DaniFeldsher · ‎11 7, 2021

Every object, has it's file attachments on right pane. our users really want the ability to organize and sort those attachments by standart sorting option (not only the system default) and also would like the ability the see information about the file like date added, modified and also other basic filke info thanks!

MJRaymond · ‎2 13, 2023

Currently, the Hubspot limitation for uploading videos for social posts to LinkedIn is 1minute. The limit on LinkedIn's side for native video uploads is 10 minutes. With the current Hubspot restriction it doesn't make it workable in most cases. Understand with Shorts, Reels etc this might work but LinkedIn is different. Extending the allowed length would be great.

Khalo · ‎6 6, 2022

I am a BDR so I mainly use HubSpot for outreach. I use sequences a lot and I use HubSpot's automated email scheduler, which works great. The only issue I have with it is that it often schedules mutiple emails to be sent out at the same time, which has previously led to my email being suspended for spam. I would love a feature like a checkbox, that ensures that emails that are automatically scheduled are seperated by at least 2 minutes. It would save me a lot of time rather than manually editing scheduled email times that overlap. I've attached a screenshot of 5 automatically scheduled emails for reference.

クリエイティブな才能を開花させよう

Quotes with Custom Fields to tweak layout

Ring Central Merge Calls

Display conversion rates of deals that skip funnel/ life-cylce stages.

Send & Close Button on the InBox

Calculator within a form

Country/region type is different between Contacts and Companies

Ability to Display Next Marketing Email

File Attachments flexibility and information

LinkedIn Video Length is too short

Avoid Spam Through Scheduling

実装済み

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