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

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

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

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)".

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

Hi there, is there an intention to widen the scope of the Group Meetings tool? A massive limitation is it's ability to only work with "paid seats", while I have lots of colleagues that are not in sales or marketing and that I need to work with a read more

Hello, For a little context, we are a school, and we would like to identify our students by Cohort (Classes). I know we can do lists, but I wanted to know if there's another way we can do that, and how to.

Hi, I'm having a problem here, could someone please help me troubleshoot the following error occurring in this workflow I am creating " The property couldn't be set because the contact isn't associated with any target records." For more conte read more

As of July, when saving a quote, the product description doesn't start until page 2; almost like there is a page-break before the first product description. Anyone else run into this? Hubspot said the description was too long. They couldn't te read more

Newbie! I am about to get started on our proposal template modification and personalization. Before I get started, I'd love to see your best proposal (custom) templates! We are in the DTC/Home improvement category. Thanks!

We are struggling as we try to figure out how we can use the quote feauture within Hubspot. Our pricing is not neceasirilly per unit based (product price x unit price) etc.. Ours is fee based so simialr to how one might price for merchant services read more