jmoss

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Justin Moss

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jmoss on August 17, 2021

Allow date picker to select year - sales analytics custom date range.

When filtering a Sales Analytics report by a custom date range, the date picker starts back in 2006! If I want to pick a date range for the current year, I have to manually click through every month from 2006-Present. That's a lot of clicking. Pleas read more

Reply Idea Analytics Tools Dashboards & Reports Sales Reporting

0 upvote

0 Reply

jmoss on June 17, 2021

Allow Vidyard Video Tracking on Emails Sent Through HubSpot

We subscribe to the subscription Vidyard service. It just makes sense, since it's the native video platform within HubSpot. One of the main reasons to pay for Vidyard is so we can have tracking data in HubSpot to use with workflows, reporting, etc. read more

Reply Idea video

16 upvotes

5 Replies

Deborah on June 30, 2017

More formatting options in Sales Email Templates

It would be great to have more or precise formatting options in the Sales Email Templates. Problems I'm facing up are: a standard font "Arial", which isn't available in the dropdown for the fonts yet the indent text button is missing to write read more

Reply Idea Sales Email Extensions & Add-Ins Snippets & Templates

50 upvotes

26 Replies

jmoss

Member

March 12, 2021

Please add an option to indent paragraphs in sales emails and templates.

Otterbot on December 21, 2020

Enable Dependent Display Text in Form

We would like our form to be able to use dependencies to display a rich text message (rather than an input field). Because we get many inquiries via our contact form, we want to be able to guide people to right place - sometimes an FAQ or an em read more

Reply Idea Forms

68 upvotes

24 Replies

jmoss

Member

March 08, 2021

Yes! We need this feature to discourage current customers from filling out forms and requesting access to products for which they already have access...read more

jmoss on November 12, 2019

Using workflows to autocreate quotes

I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.

Reply Idea Products & Quotes

340 upvotes

117 Replies

jmoss

Member

November 02, 2020

It would need to be emailed to the person who requested the quote. If we could mark who was the primary contact on the deal then we could have it sen...read more

jmoss on April 02, 2020

Keep others out of marketing email and landing pages I'm currently editing

I would love it if others couldn't get in the emails and landing pages I'm currently editing. I too have been guilty on multiple occasions of getting in to edit something and a teammate is working on. It can be frustrating when your changes stop read more

Reply Idea Marketing Emails

10 upvotes

1 Reply

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