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MCramer on October 04, 2023
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
0 upvote
1 Reply
Top Contributor | Elite Partner
October 04, 2023 06:07
@MCramer - You can use the billing frequency property on the line items to split the yearly and monthly costs on your quotes, as shown below: more
BGall on October 03, 2023
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
0 upvote
2 Replies
Top Contributor | Partner
October 04, 2023 04:05
Hi @BGall I can think of two ways you could accomplish this. Option 1 Create one line item or product in the product library and name more
JElgula on October 03, 2023
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
1 upvote
2 Replies
Top Contributor | Partner
October 03, 2023 09:43
Hey @JElgula Here is a complete guide on how to set up and start using the HubSpot Prospecting tool: more
CLiew on October 02, 2023
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
0 Reply
JHebert on September 26, 2023
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)".
0 upvote
3 Replies
September 29, 2023 06:12
Hi @JHerbert , You can create invoices as part of the tools HubSpot offers However, if you run into any limitations with customisation of how the more
ElisadePortu on September 25, 2023
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
0 upvote
1 Reply
September 26, 2023 01:01
Hi @ElisadePortu , We can help out with this, if you're willing to try an App Partner to provide the eSign capabilities? We have an App on the more
AlexMenzies on September 21, 2023
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
0 upvote
2 Replies
September 26, 2023 20:44
Thanks for taking the time to reply @karstenkoehler . It is more of a strategic aspect for HubSpot. We do have the paid version and a lot of more
Melissa_Melo23 on September 20, 2023
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.
1 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
September 21, 2023 00:12
Hi @Melissa_Melo23 , If you want to be able to identify sutdents by cohorts / classes, I'd recommend setting up a custom property and more
Melissa_Melo23 on September 20, 2023
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
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 21, 2023 00:15
Hi @Melissa_Melo23 , This likely has to do with the order of your workflow actions. Currently, you're trying to update a deal first before more
Shades on September 20, 2023
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
1 upvote
4 Replies
September 22, 2023 22:28
Hi @Shades , How's it going? Our App on the marketplace can solve this. You can generate quotes (and other types of document) using Google more
Nward01 on September 15, 2023
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!
0 upvote
2 Replies
September 19, 2023 23:43
Hi @Nward01 , Proposals are a great thing to automate. We have an App that is on the HubSpot marketplace that enables you to automate and more
KBixler on September 15, 2023
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
5 Replies
Accepted Solution
Recognized Expert | Elite Partner
September 20, 2023 12:41
Hey @KBixler hope you are doing great. I think what you are looking for is using a special deal property that has the percentage you are going more
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