Even after customizing the quote template https://prnt.sc/BC576OCKr1nr When we use the same template to create quotes subheadings don't show up https://prnt.sc/fF3FY64f8gHF

I have created custom quote templates, utilizing both Deal and Primary Company Property Personalization Tokens. My Deal properties are syncing in perfectly. My Company Properties are not syncing into my quote, in spite of: A Prim Leer más

Hi everyone, I would like to know if it's possible to: Set a default value for the "Billing Start Date" property in the line item editor. Our contracts always start on the first day of the next month so it would be great that this field is pop Leer más

Creating custom propeties that roll up values from associated objects is an awsome feature. But sometimes there are text and dropdown properties that are needed. Here is our my specific use case. In associated line items on a deal, there is a Leer más

In Deals, I find the "View Property History" in the 'Actions' dropdown quite useful. Particularly because it has a search box. When I put in Deal Stages in the search, it shows all the transitions with the dates. Nice. However, when my deals Leer más

Hello, I am looking for the right combination of filters/custom fields/workflows etc to identify/flag/notate the deals that are created that have also had a meeting occur. I am trying to use the deal create date as the starting point and then if Leer más

Hi, We are missing some countries in the "create deal form" and I wonder how we can include more countries to choose from? Thanks in advance!

Hallo zusammen, ich stehe in meiner HubSpot Automatisierung vor der nächsten Herausforderung, komme allerdings leider gerade nicht weiter. Wir haben folgenden Ablauf: - Unternehmen (Lead) händisch erstellen - Workflow erstellt automatisch Leer más

Hi, In our company we take deposits from clients and then they have an amount due. On deals is there a way that the deposit can be taken from the amount and it shows how much is due? I've tried creating a calucation called 'balance due' wher Leer más

Under deal permissions there's only options for view, edit, and delete. There's no "create" option to restrict a user's ability to "create" a deal record. Our deals are going to be created via integration from an ERP. We're just trying to find Leer más

We need to make an automatic deals rotation taking into account the time of creation of the business. That is, business between 8AM and 2PM to one person and business between 2PM and 10PM to another person and finally from 10PM to 6AM to another per Leer más

We have an issue with our customers wanting separate quotes. One for licenses and one for services, this makes the line items dissappear for each quote that we do. This affects us as we use the values under the product line items to calculate th Leer más