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ArjenSchipper on December 02, 2022
Adding one time Bonus to quote
Is it possible to add a optional bonus to a quote in HubSpot? (our case: if we reach target X, then we would be eligibe for invoicing a X amount of bonus) Thank you in advance!
Reply Professional
0 upvote
1 Reply
ArjenSchipper
Member
December 02, 2022 04:52
The way we have set it up now is that we have the one time bonus as a custom line item with the correct amount of $. The amount of the line item is a...read more
BrooksNelson on November 29, 2022
Super Admin Permission for Sequences
As an agency partner (provider employee), our role is to operate and manage HubSpot for our client. We build workflows to automate responses for form-fills and other related activities, but it makes zero sense that we can't build a sequence without read more
Reply Sequences
0 upvote
2 Replies
BrooksNelson
Member
November 29, 2022 22:16
Thanks for the note. I’m aware of how it works. However, I don’t believe that it should be this way. An agency partner should not have to take up a se...read more
Solved
KierstenH on November 24, 2022
Feature Request - Choose send start date for a sequence - from contact record
I'd like the ability to delay the start of a sequence, similar to how I can schedule the send of a regular email - I'd like the ability to delay or schedule the start of an email sequence
Reply
2 upvotes
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
November 24, 2022 21:31
Hi @KierstenH , You're correct, out of the box this is currently not possible. In terms of workarounds, there aren't any straight forwar...read more
EDia on November 24, 2022
Change in labels order when exporting view from the action board
Hi all, I export all my sales data from hubspot weekly and the labels have always been in the same order, barring someone having put an additional category for instance. Since last week, my labels have been completely misplaced, they are the same bu read more
Reply
0 upvote
1 Reply
TiphaineCuisset
Community Manager
November 28, 2022 00:21
Hi @EDia Thank you for reaching out! Can you clarify what exact steps you're taking when you export data? Do you have specific example...read more
KAgosta on November 22, 2022
contracts from quote templates and/or third party contract software suggestions
Are there any potential updates to the current list of templates? We need to create a contract for corporate sponsorships. The quote template is too limited as it is designed. If not, are there any recommended contract software vendors? We're als read more
Reply Professional
0 upvote
1 Reply
kvonloesecke
Community Manager
November 23, 2022 03:28
Hi @KAgosta , Thank you for your feedback regarding quote templates. This help article has the most up-to-date information on how to buil...read more
TMapes on November 18, 2022
Sequence send window of 6 months
Does anyone know why there is a limit of 6 months from the current date when enrolling a contact into a sequence? In other words, if today's date is Nov 18, and I want to enroll a contact into a sequence to start on July 1, the latest date availabl read more
Reply
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
November 20, 2022 21:41
Hi @TMapes , I don't know, I can only hypothesize. If scheduling in advance wouldn't be limited to a certain number of months, that could pote...read more
scarlex on November 17, 2022
Group line items based on custom properties in a quote template
Hello everyone, We currently developing our own quot templates and looking for a way to group products by type. Licenses (ongoing costs) Consultation (One-off costs) Optional licenses Optional consultation To achieve this, we have adde read more
Reply Custom Objects Templates
0 upvote
1 Reply
TiphaineCuisset
Community Manager
November 18, 2022 03:51
Hi @scarlex Thank you for reaching out. I want to tag some of our experts here - @coldrickjack @himanshurauthan @jolle do you ha...read more
Looma_Cat on November 17, 2022
eSign Date displaying incorrectly as Dec 31, 1969
Hi all! We're implementing Hubspot Quotes and using the esignature functionality but I noticed the eSign Date personalization token is not functioning correctly. For all created, published, and signed Quotes the eSign Date is displayed as Decemb read more
Reply How-To Professional Sales
0 upvote
1 Reply
MiaSrebrnjak
Community Manager
November 21, 2022 05:07
Hi @Looma_Cat , Thank you for reaching out to the Community! December 31, 1969 is the default date properties revert to if no other date ...read more
Solved
BAdmin on November 17, 2022
Meetings capability
Hi there, I want to be able to use the meetings functionality, however I am already syncing inbox for the same team gmail account that the calendar needs to sync with. I have read you cant sync the same account for both inbox and meetings. Is th read more
Reply
0 upvote
2 Replies
Accepted Solution
danmoyle
Recognized Expert | Elite Partner
November 17, 2022 06:20
Echoing @karstenkoehler here. If you're wanting a group email for the meetings link (for group availability or passing meetings around), I'd instea...read more
Solved
TBurke46 on November 16, 2022
Add Malaysia to supported phone numbers
It would be great if more countries were supported in the phone number sync settings.
Reply Enterprise
0 upvote
3 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
November 17, 2022 21:51
Hi @TBurke46 , Your screenshot is not showing. Can you please update it directly in the community? Are you referring to Settings > ...read more
Solved
JWestbrook on November 16, 2022
Get rid of "we will be talking about the following" in meeting reminders
The default language of "we will be talking about the following:" + language from meeting description. makes it VERY hard to write a meeting description that works for both the body of the calendar invite and the meeting reminder email. One has a pr read more
Reply
6 upvotes
3 Replies
Accepted Solution
chrisworqflow
Key Advisor | Diamond Partner
November 17, 2022 10:02
@JWestbrook I'll trade you an upvote for an accepted solution 😁
Solved
ChristelleH on November 16, 2022
Add a condition depending of the selction in a deal property
Hi all! I created a property I called "Status" for my deals with a drop down menu. Here are the three options of the menu : - Won - Lost - On hold I would like that when a user select the option "Lost", a text field appear where the user c read more
Reply
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
November 16, 2022 01:58
Hi @ChristelleH , This is unfortunately currently not possible in HubSpot. The system does not support dependent properties / fields. However...read more
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