Gute Ideen sollten geteilt werden

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.  ... Mehr anzeigen

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. ... Mehr anzeigen

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

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! ... Mehr anzeigen

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 ... Mehr anzeigen

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  ... Mehr anzeigen

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

As a Sales Rep or Customer Success/Support Manager, I would like to send an email to all associated contacts of a deal by clicking 'create an email' on the deal object.    While it's possible to click 'create an email' and select associated contacts, Hubspot only shows you the first 20 associated contacts as suggestions instead of showing all associated contacts.   This limitation is not in place for company objects, where this functionality works great! so it would be great if this limitation on deal objects can be removed and can be aligned with how the functionality works on company objects.   TL;DR: I want to select email recipients on deal objects in the same way as it works on company objects ... Mehr anzeigen

I'd like to disable the submit button when there is any validation errors. But with the current structure it is hard to do so. Is there any chance you can add a disabled class to the submit button? ... Mehr anzeigen