Great minds think alike

I am new to HubSpot, and the Quote Design Beta Editor is basically not useful at all.  If this was a $2,000 a year software tool, then you'd have an excuse to state "use what we have," but when paying over $20,000 a year, your software's customization, which requires contracted coders, is poor customer service at best. Your product dev team should pride themselves in allowing direct customers to self-manage their customization to a large degree, not a small degree. To the project development team who coded it (Quote Designer) up, you should spend time with various salespeople and business owners.    My feedback: Some line items require a very lengthy product description, and your inability to allow user column width control is a big miss. The one template that allows for a long product description omits the total of the unit "cost" time "quantity," forcing our customers to break out calculators to see what the line is actually costing them...add the line total to stop this oversite. The proposal/quote must state a business's Standard Terms and Conditions without having to type in a Snippet every time. An appended last page would work fine that is user-editable and saved in the template. This is a legal thing. HubSpot should have an Avatax configured Quote, Sales Order, and Invoice template. Just play with an Avatax configured instance, and you will see the issue is sales tax is a line item, not a tax sub-footer in the totals section. Your header templates gobble up a ton of real estate; insert some columns so you can provide more product line space on the first page. There are no page numbers to reference once printed/viewed.  Some businesses require lengthy proposals/quotes that can be more than one page, so add page numbers and reference the selling company's name in the header/footer ... its a branding thing. As an FYI, I use sarcasm to get my point across; your product is awesome in so many ways. However, you'll always have room for improvement to ensure HubSpot is the best CRM and marketing tool, which is my intention here.   Joe ...read more

Hi,   I wanted to ask if there is a possibility for a SevDesk-integration to sync customer data. With the integration we wouldn't have to create every single contact twice.   Kindest regards,   Andre Masooglu ...read more

Instead of having to choose individual emails and imports, I would like to be able to filter by keyword. This way we would unlock a lot of use automation. For example, we could pull imports from a certain source into one list and use that list as enrollment criteria for drip email. We could create list of people who have engaged with marketing email of a certain topic. Etc.      ...read more

Hi,   We currently use our KB for internal use but also a public audience, it would be very helpful to be able to filter the insights page to create reports based on the audience, to know what are the most searched terms and the most popular articles for each of them.  Please add this functionality.     ...read more

Would be great if you could save your pipeline view to what you want it to be.  This would benefit sales managers in so many ways!  Currently I only want to see this years deals - however every time I go to view the pipeline, I have to change the view to do that. If I could save my default view it would save me a step that I have to multiple times a day.  ...read more

Hello Hubspot Users,   I am a HubSpot admin and trainer. Today, one of the sales got enthusiastic when I showed him a new email template. He wants to send it to multiple people at a time, rather than inserting a template in individual emails, for example a list of selected contacts at a specific company. I told him that the only way to currently do that would be to create a single template sequence and then bulk enroll contacts. I did confirm that today with Hubspot support. I propose that Hubspot add the cabability to bulk enroll contacts to a template email without needing to create a sequence. Thanks for your consideration.   Daryll Mackereth   ...read more

It would be extremely helpful (and less confusing) if we could rename this drop-down for our team.      ...read more

I would love to be able tp put a link as well as a phone numbe in the meeting location. ...read more

Multi-domain portals are unable to select the domain for their file to be listed on within the content editor if the File HubL tag has been used, which results in the file download linking to domainA.com, which is the portals primary domain, while accessing it through domainB.com, a secondary domain. Files uploaded are already accessible through all domains linked to the portal and it's possible to achieve my target by using an anchor and pasting in the link, however, this would be a major quality of life feature for businesses that use a lot of file downloads on their site. I would love to see a feature to select the domain to list within the file HubL tag ...read more