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Hi All.  Probably Im not the first to request this.  One customer has multiple Deals.  I would like to create a quote that includes items from 3 different quotes or more sometimes. so I dont have to send 4 different quotes one for each deal.  This way I dont mess with my accounting department and forecast.  if tools exists please advice how to use it.  Thanks so much   ... Afficher plus

Can we get payment schedule added to the template so every quote can auto generates them? Along with this add a persentage of total so price can also auto generate for the payment schedule.? ... Afficher plus

My suggestion is to allow users to add more than 1 payment link on the form. Currently users can put 1 payment link on the form. But, some situations may require 2 or more. For example, users may want to give the option of a monthly plan or yearly plan.    Thanks ... Afficher plus

We have recently created a workflow allowing new contacts to submit RFP directly to our company via a form submission through our website. The customer would fill out a form and be presented a meeting link to a salesperson so they could book a discovery meeting right away. We set this meeting link to prioritize contact owners, should the customer (or their account) already have a relationship with one of our sales people.   Our intention was to set up Round Robin assignment of the RFP's to our Sales Representatives (we only have 2), and attempted to use the current protocal within Hubspot to automate the assignments; however, we started seeing RFPs beign assigned to the same salesperson without alternating between the 2. Upon looking into it, we learned that the assignment is truly based on calendar availability, rather than a true round robin assignment.    My idea is that a in order to have a true round robin assignment, the meeting link can be configured to show ONLY the calendar of the salesperson who is due for the next assignment. This would eliminate any path for the same salesperson being assigned several RFPs in a row due strictly to their calendar availability. ... Afficher plus

Recently noticed that Facebook has added an option to use both messengers and lead forms as part of their lead gen campaigns.   It would be amazing if, similar to lead gen forms, the results from these messenger ads get posted into HubSpot for sales members to chase up and convert into sales ... Afficher plus

As super admin, I would love to be able to change ownership of the sales templates I have to build for each of our schools. As this number grows, it is getting harder and harder for our sales people to find their templates because I am the owner not them. They don't realize even after training they have to look for me as the owner and not themselves.  I think this is a HUGE flaw in the system.  ... Afficher plus

Would be very useful in B2B space to filter/see all pageviews of associated contacts within the company's activity feed.  ie.   John Doe viewed Your super awesome Pricing Page 11/16/2022     Upvote if you think also think this would be a neat addition   CRM, B2B, Activities, User Experience   ... Afficher plus

Posting on a customer's behalf:   Currently, when a user sends an email from a deal record, it has to be associated with a contact record and a user needs to manually dis-associate the email from the contact record after sending the email. It would be great if one could send an email from the deal record to a contact and just choose to have the email communication associated with the deal record when composing the email.  Attached is a screenshot of the messaging that appears ... Afficher plus

Hi, it would be great to be able to have more than 50 views for inboxes since they are shared between inboxes we can not really use this feature as we would currently be limited to 3 views per client and if we add clients in the future we will then need to drop below 3 view per inbox. It would also be helpful to setup a provate view on an inbox so that I can create filters that may be helpful for me to see but may not be helpful for other teammates.  ... Afficher plus