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AMacbeth
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Member since ‎Mar 6, 2023
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Alison Macbeth

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Activity

kal06g on July 19, 2019
Bulk Manage CRM Attachments on Company and Contact Records
We have prospects, customers, and partners who have many attachments/ documents associated with the accounts. Annual Maintenance agreements, Partnership Agreements, POs, Quotes, Presentations...etc. Hubspot CRM currently only allows you to manage at read more
Reply Idea Contacts & Companies
247 upvotes
62 Replies
AMacbeth
Participant
May 24, 2023
Also looking for an update. This is very important!
michelle_2n on August 06, 2020
Create Quote with a Form Submission?
Hello all! I am looking into ways that a user can submit a form on our site (name, email, product that they're interested in, etc.) that will then automatically generate a quote through HubSpot. Is that possible? If so, could these quotes appea read more
Reply Discussion Documents
18 upvotes
6 Replies
AMacbeth
Participant
April 21, 2023
This feature should be prioritized for development!
kal06g on July 19, 2019
Bulk Manage CRM Attachments on Company and Contact Records
We have prospects, customers, and partners who have many attachments/ documents associated with the accounts. Annual Maintenance agreements, Partnership Agreements, POs, Quotes, Presentations...etc. Hubspot CRM currently only allows you to manage at read more
Reply Idea Contacts & Companies
247 upvotes
62 Replies
AMacbeth
Participant
May 24, 2023
Also looking for an update. This is very important!
AMacbeth on March 06, 2023
Discount codes to apply to embedded forms
Currently, our customers are not able to apply a discount code to a payment link in an embedded form. We'd love for this to change! We use our form to collect information about our customers and collect a payment for a one-on-one information ses read more
Reply Idea Payments
0 upvote
1 Reply
Solved
AMacbeth on March 06, 2023
Discount codes to apply to embedded forms
Currently, our customers are not able to apply a discount code to a payment link in an embedded form. We'd love for this to change! We use our form to collect information about our customers and collect a payment for a one-on-one information ses read more
Reply Discussion Payments
1 upvote
1 Reply
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