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KezzaM
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Member since ‎Sep 11, 2020
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Kerianne Meadowcroft

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jnormand on October 08, 2020
More control over product lists like filtering or advanced search
Our product catalogue in Hubspot is growing and becoming more complicated. Currently our ability to organize this list is very limited, basically just folders and sorting alphabetically. It would save our team a ton of time to be able to have m read more
Reply Idea Products and Quotes
164 upvotes
74 Replies
KezzaM
Participant
August 05, 2021
I'm not sure updates have been done but when we loaded in the 2021 pricelists in Jan, you were only able to search by "name". With multiple brands a...read more
LisaWojnar on August 03, 2020
Need 2 Products to Have the Same SKU
Our company offers the same products at multiple price points (ex: wholesale vs direct sale). We have diffierent folders to organize the products, so the sales reps can locate items quickly while creating quotes etc. Although the price is different, read more
Reply Idea Products and Quotes
25 upvotes
9 Replies
KezzaM
Participant
April 14, 2021
This is actually possible I just created manually two products that have the same SKU. In the descirption it may be key to distinguish it as the di...read more
Chemique on May 31, 2018
Increased reporting for quotes
We're a B2B company with an external sales team. One report that our management staff tends to watch is "quotes per sales associate." We're pretty new to SalesPro and it's quoting features. We are currently tracking this data manually and I feel lik read more
Reply Idea Products & Quotes Sales Reporting
154 upvotes
49 Replies
KezzaM
Participant
December 16, 2020
We have customised our Deal pipeline to reflect quotes... so our states are -Pitch Completed -Quote Sent -Quote Confirmed (with customer) -PO Recei...read more
Solved
KezzaM on December 01, 2020
Beta: Quote Template Customisation
Using the new beta feature we can finally customise templates to reflect our 14 brands and numberous worldwide locations. Everything is perfectly set except when displaying the line item table and specifically line item discounts. THe following read more
Reply Discussion Custom Modules
0 upvote
5 Replies
KezzaM
Participant
December 02, 2020
I'm not sure how to do this (Biochemist by training not programmer). I tried changing it as unit.discount to no avail. The issue was raised with t...read more
Solved
KezzaM on December 01, 2020
Beta: Quote Template Customisation
Using the new beta feature we can finally customise templates to reflect our 14 brands and numberous worldwide locations. Everything is perfectly set except when displaying the line item table and specifically line item discounts. THe following read more
Reply Discussion Custom Modules
0 upvote
5 Replies
KezzaM
Participant
December 02, 2020
I'm not sure how to do this (Biochemist by training not programmer). I tried changing it as unit.discount to no avail. The issue was raised with t...read more
mwee on October 14, 2019
Import Products into folder
With the new folder tool, we are able organise Products into our Product Library. However, this would be much better if we are able to import Product directly into the folders. Typically, when using a Product import, we are importing a long lis read more
Reply Idea Products & Quotes
101 upvotes
49 Replies
KezzaM
Participant
November 30, 2020
When you add a single product you can select to add it to a folder that has already been created. When you do a bulk upload this is not an option.....read more
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