Hey All, I am not sure if my subject is helpful or if I am in the right section of the community, but i am hoping to get some information and possibly some instructions. Currently when I want to create a new deal, I follow these steps within HubS read more

I have some automation for deal creation. I want to also be able to send a PDF which gives a summary of a deal to various sources. Looking for a tool that can pull info from a deal.. as well as associated records and line items for the deal. read more

Hi community! I got a request from a client that they want to be able to save the approval history on a deal in the sales pipe. They have this function in Salesforce. See exampe in the attached screenshot. I have not found a similar f read more

Hi, I've hit a roadblock and need some help! I’d like to create a pipeline that showcases multiple years' values for a deal, along with the total value. Here’s an example: We have Company X in our initial pipeline (Prospect Pipeline), and i read more

Please help We recently updated our internal email system, and it seems that our sales representatives can no longer verify the e-signatures for quotes sent to customers before the change. Sales reps are unable to sign these quotes because t read more

Hi, I have 96 total deals in hubSpot (PFB screenshot). But I am trying to create a deal stage report it shows inaccurate number (93 deals total). PFb screenshot, I tried playing with filters, manually checked if any deal is missing deal s read more

Hi - we would like to start to use HS ILO quickbooks online and in generating quotes, how can I add a % markup to a line item Example Name Unit Price Qty Markup Total Labor $57.00 30 20% read more

Hi. We want to be able to understand how many quote requests (new business quotes) we receive and how long we take to reply to our customers. At the moment, we receive all new quotes on a shared Inbox and Hubspot automatically creates a tick read more

Hi everyone, I’m in the process of setting up our new portal, and I’ve hit a bit of a roadblock. We’re a commercial vehicle insurance company, so a single policy (Deal) can have multiple vehicles and drivers associated with it. Initially, I read more

Is there a way to change around the quote creation steps? We'd like the Template and Details to be before Line Items are entered.

Trying to figure out it if there is an option/report to show a detailed view of the line items on a deal in the middle overview card section. Currently the line item card on the right side only shows item and number, and i must click into it to read more

Hello HubSpot Community, I’m seeking advice on optimizing our lead follow-up process to improve both speed and quality. We’re a SaaS company generating around 2,000 leads per month. Our process starts when a visitor on our website reques read more