hi all, For my client I'm looking for a way to group yearly and montly costs on their quotation. They have yearly costs like licences and number of onboarding and/or implementations that have montly costs. We want the quotations to be as clea read more

Is there a way to build custom templates that hold certain products for generic quotes to be sent? I'm having issues with setting it up. For example, I have multiple packages for tank installations that each require certain products. I would like to read more

It's my understanding that if someone starts to fill out a meeting form tools similar to Hubspot's meeting functionality, that there is the ability to follow up with folks who fill out the form but don't schedule a meeting. Is there a capability to read more

Hi, is there anything that we should know about setting up the new "Prospecting" tool for Sales Reps? Or does the transition happen automatically on November 1st, 2023? I'm also interested in any training videos about the new "Prospecting" tool. read more

Is there an alternative to tasks? I was originally wanting to have a checklist assigned to a sales person of things to complete once a workflow was activated but tasked looked to have been the only way to do that. Unfortunately, each checklist item read more

Hi all I'd like to use the scheduling widget for prospects to book in a demo with my sales team. I'd like users to select a category from a drop down - options 1-3 would enable users to book with Sales Person 1's calendar, and options 4-6 would be read more

During these interactive sessions, attendees learned how HubSpot's Professional tools can drive sales reporting for management, and accelerate sales with automation. We covered the below topics in the session for Sales Reporting : Overv read more

Hoping someone can help me. Overnight, the Hubspot Sales email tracking add-infor Outlook 365 has stopped working for me. I can still find and pin the app when I'm in my Sent items view, but I can't find and activate the app when I'm creating new read more

We're looking to implement Playbooks as a way to support new employees and deliver a more consistent client experience. One of the ways we would like to do this is by using Playbooks to outline different types of calls, like training sessions, for i read more

How can I edit or customize my invoice template? I would like to remove the line, "All fees are listed in USD and are subject to sales tax (as applicable)".

Hey community! Not sure why our account was suspended. We haven't even used any campaigns, so what was the reason for us to get banned? Can someone help us out, would be really thankful. Any info needed please ping me

I am really amazed. I have a client who would like to purchase sales pro, but he needs more exignature than 10 per user. In the price list I found that it is possible to buy more, for the professional suite, but it turns out that this is not true an read more