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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
Hey @PSingh842
IT depends on how the template its built
just check that the Headline lines rows are visible
and that appear before each prod...Lire la suite
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 Lire la suite
Thank you so much for your response, Pam! Definitely. That's why I included that the needed properties do have values within the Company Record, and ...Lire la suite
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 Lire la suite
Hey @JaviRubio , thank you for posting in our Community!
You can work around this by creating a custom property for your deals or quotes spe...Lire la suite
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 Lire la suite
Hey @sboerstler
if you think that this would be a good idea for the product team to improve how Deals and Products work together, you can post t...Lire la suite
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 Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mars 22, 2024 01:17
Hi @PlanetPluto ,
Generally, HubSpot expects deals to stay within one pipeline, not to switch from one to another. By moving between pipelines...Lire la suite
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 Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mars 19, 2024 10:08
Hi @Emelie_ ,
I'm not aware of a default country property on the deal object. I presume that this is a custom deal property that someone in yo...Lire la suite
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 Lire la suite
Au panthéon de la communauté | Partenaire solutions
Mars 13, 2024 07:48
@NGralla nein, HubSpot sagt generell keine Release-Dates zu - es ist lediglich angekündigt, dass dieses Feature in Entwicklung ist.
Viele Grü...Lire la suite
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 Lire la suite
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 Lire la suite
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 Lire la suite
Au panthéon de la communauté | Partenaire solutions
Février 15, 2024 07:26
Hi @dlaguna-AbH ,
The solution to this is surprisingly simple: You would simply use two workflows and specify in the workflow settings what th...Lire la suite
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 Lire la suite
Thanks for the tag @PamCotton . I would hav shared the same advice for @AKara - customizing a quote template is likely the route here. That might ...Lire la suite
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