dambra

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Upvotes Given
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Upvotes Received
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Drake D'Ambra

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Solved

Shane_Smith on September 28, 2023

Associating a Playbook for Contacts automatically with their Company

Hello, started working with playbooks recently and have a discovery call and rediscovery call playbook. One automatically associates with the company. But the other does not assoicate with the company when done on the contact. The associatio read more

Reply Discussion Playbooks

4 upvotes

6 Replies

dambra

Participant | Partner

April 01, 2024

Confirming this solution worked for me. Thanks, Dan!

LFryk on June 02, 2022

Embed custom surveys on website's pages

Currently, we can create custom surveys and share them only via emails or by sending links. It will be great if there's an opportunity to embed custom surveys on website pages as we can do for surveys like NPS, CSAT, CES. Thank you!

Reply Idea Feedback Surveys

70 upvotes

23 Replies

dambra

Participant | Partner

January 09, 2024

Agreed - surveys rarely get engagement from email delivery. It would be great to embed into webpages to help drive conversion/engagement.

GBcutler on February 16, 2021

Better reporting for Playbooks

We are starting to use Playbooks for sales and customer success purposes. It would be great to be able to create reports for the number of times they are used, and also by play book. Currently Playbook activity is not identifiable as a reportabl read more

Reply Idea Playbooks

208 upvotes

55 Replies

dambra

Participant | Partner

June 09, 2023

I'd also like to see the ability to search/filter across object records (contacts, companies, deals, tickets) where the playbooks have been used. For...read more

MRamirez05 on January 23, 2021

Edit the message of the CSAT feedback survey

I want to be able to edit the fonts, the way the message is indented, even the colors of the letters. Just as a normal email message. For example, the current email any user receives has three different fonts in a single message: I. One font for the read more

Reply Idea Feedback Surveys

8 upvotes

2 Replies

dambra

Participant | Partner

June 06, 2023

Yes, complete agree - more flexibility to edit the email greeting, introduction, and survey fonts/formatting/styles would be great.

Solved

NolanHubSpot on January 20, 2022

Manually mark quote as signed

Is there a way to manually mark a quote as signed? This is important as we're sending some quotes for e-signature and some with a place for signature. Would be great if we can mark a quote as signed and upload it, so on the Quotes landing page it di read more

Reply Discussion CRM Sales Workflows

6 upvotes

5 Replies

dambra

Participant | Partner

July 21, 2022

This forum idea is closely tied to the request here and the forum you shared. Would love to see both options available for quotes & invoices.

AmandaKendzior on March 25, 2019

Manually mark invoice as paid

We issues invoices from Hubspot with the option for clients to pay via our Stripe integration or through bank transfer. However when our clients choose to pay through the latter, we are not able to mark the invoice as paid manually. Being able read more

Reply Idea Products & Quotes

96 upvotes

29 Replies

dambra

Participant | Partner

July 21, 2022

This is a must - everything works great with credit card, but Quotes/Invoices need to have the ability to be manually marked as paid.

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