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Dannii2
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Member since ‎Jun 2, 2020
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Danielle Robson

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Activity

jules-deskeo on August 20, 2020
Quotes : Remove limitations for eSignature
Hubspot built an amazing tool that allows sales rep to send quote that customers can accept by eSignature. It works perfectly fine, but it's limited to 10 (Pro) or 30 (Enterprise) signatures / month / user!30 eSignatures is clearly not enough for us read more
Reply Idea Products and Quotes
33 upvotes
12 Replies
Dannii2
Participant
August 24, 2020
Couldn't agree more! I am the main one who does quotes in the company and even with 30 e-signatures we would need more. It changes the customer exper...read more
HannahPattison on July 02, 2020
Automated copy of contract to customer
We need to be able to send a copy of a signed quote to the client upon signature for their records. This is a best practice (when you sign a contract you should always receive a copy) and should not be an Enterprise only feature. Can this automatio read more
Reply Idea Products and Quotes
3 upvotes
1 Reply
Dannii2
Participant
August 17, 2020
Agreed, it should just be a standard thing that the signed quote is automatically sent to the customer so that they have one for their records.
Solved
Dannii2 on June 16, 2020
Number of deals that entered set stages
Hi all, I am wanting to create a report that shows how many deals entered set stages in our pipeline and when. So for example we have 5 stages that are for new business depending on whether they come from our website, a phone call or current bus read more
Reply Discussion
0 upvote
4 Replies
Dannii2
Participant
June 16, 2020
Okay, great thank you for your help! Have a great day!
Solved
Dannii2 on June 16, 2020
Number of deals that entered set stages
Hi all, I am wanting to create a report that shows how many deals entered set stages in our pipeline and when. So for example we have 5 stages that are for new business depending on whether they come from our website, a phone call or current bus read more
Reply Discussion
0 upvote
4 Replies
Dannii2
Participant
June 16, 2020
Okay, great thank you for your help! Have a great day!
Solved
Dannii2 on June 16, 2020
Number of deals that entered set stages
Hi all, I am wanting to create a report that shows how many deals entered set stages in our pipeline and when. So for example we have 5 stages that are for new business depending on whether they come from our website, a phone call or current bus read more
Reply Discussion
0 upvote
4 Replies
Dannii2
Participant
June 16, 2020
Okay, great thank you for your help! Have a great day!
Spencer on July 21, 2017
Additional workflow capability - unenroll upon email response
Add the ability to remove a contact from a workflow if contact responds to an email. 1. Important when a contact response might warrant a different email subject or removal entirely. 2. It is much like sequences with the added abilit read more
Reply Idea Workflows
206 upvotes
63 Replies
Dannii2
Participant
June 02, 2020
This would be really helpful as it means we can focus on the relationships we have already created with clients without them getting irrelevant conte...read more
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