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We are re-sellers of product and have negotiated rates from our suppliers.  We do not work off of commission persay.  We buy the product at a discount and resell it for our "margin".     I want to be able to create an order from the Deal using my UNIT COST.   Currently in the template, all I can do is add the UNIT PRICE for the total which is fine for quoting and invoicing our customer.  However, we cannot create an order for our supplier from us using the templates as the template will not show TOTAL UNIT COSTS with QTY.  I have created a customized token as well to use, but that does not take into account the QTY on the PO or additional line items.   There should be a way to simply TOTAL UNIT COST on the "customized quote template".   ... Afficher plus

Nous aimerions avoir la possibilité d'administrer les propriétes produits comme par exemple le prix. En effet, les commerciaux doivent avoir accès à la remise mais ne doivent pas avoir la possibilité de modifier le prix du produit.    ... Afficher plus

Currently when you assign a co-signer from within your available pool of users they have to go through this arduous process to accept the quote.  I'd like to see in a future release co-signers can do it from within HubSpot or get a push verification through the Hubspot app.  This is very cumbersome for our President who has to co-sign all new agreements.   ... Afficher plus

Hi HubSpot Team,   We are a heavy HubSpot dashboard company and I'd really like to favorite more than 10 dashboards.   Best,   Greg ... Afficher plus

The sales team in our business have to go out and assess a customer before we can bring them into our service.    I therefore report on their conversion rates from assessment > signed up, and assessment > lost. It's not as simple as analysing their conversion rates from deal created > won/lost.   On HubSpot, the best way of visualising this in a report is not by using a funnel, but by using a bar/column chart and showing all the deals (that have had an assessment) that are in the closed won stage vs all the deals in the closed lost stage. This removes any open deals not yet assessed/decided, but it also shows the won vs lost in the same chart, so it works well for us.   However, I then take that data and put it into an Excel spreadsheet so that I can add in last year's rate for a comparison, as well as the target percentage. I can then produce a combo chart that shows the current conversion rate on bars, plus a line with markers for last year, and a solid line for the target.    It works and gives us exactly what I need, but ideally I want to create this in HubSpot as it would save me time manipulating data in Excel. From what I can see, and having spoken with support, HubSpot custom reports will only report on actual properties, not manually entered data/numbers like a target. And even if it did, I still can't see a way of producing a combo chart like I can in Excel.    Help me HubSpot, I want to get rid of spreadsheets! ... Afficher plus

I suggest for same email trail to be grouped together under the activity view to have a easier way of reviewing the activities. I understand that it can only be done currently under the "Email" section, however would suggest under "General Activity" to also reflect this grouped email communication trail for easy reference.  ... Afficher plus

Hi HubSpot Team,   In the dashboard section of HubSpot, we have the ability to choose which dashboard to look at via the dropdown -- that's great. Currently, there are 3 sections (Recent / My / Other Dashboards). In the 'Other Dashboards' section, can we sort the dashboards I have favorited at the top, and then by alpha sort?   I frequently forget their names and have to being scrolling through all the dashboards we have at our company.   Thanks!   Greg ... Afficher plus

Team, the Hubspot integration for opportunities is missing important sync information.   The following would be advantageous to any ConnectWise partner:   1. The engagements on an opportunity syncing to activities on that opportunity   2. The products attached to that opportunity syncronised so that the opportunities are not $0 value.   Please consider these as it's a major roadblock for the integration, and eliminates the purpose as the opportunity in CW is what converts to the deliverable, invoices, etc.   Thank you! ... Afficher plus

He estado intentando generar reportes que permitan hacer gestión sobre la rotación de mis negocios y tanto en el generador de informe personalizado como en el de objeto único, no es posible crear los calculos o comparar dos etapas de esa forma. Sería genial contar con la opción de generar indicadores provenientes de otros datos y verlos de manera simple en los reportes. Por ejemplo: - Cantidad de negocios que pasaron por una etapa A en el ultimo trimestre (10 negocios) divivido cantidad de negocios que pasaron por una etapa B en el mismo periodo (20 negocios). Resultado 50% o 0,5, un indicador simple de desempeño del embudo en estas etapas específicas.   Atenta a consultas para profundizar o ideas para resolver mientras no contemos con la solución. ... Afficher plus