Marine

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Marine Vienney

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Marine on February 24, 2021

Report on quoted products

Hello, I'm trying to find a way to create a report on the products that are associated to quote/deals from the product library. So that I can track which products are the most quoted, which ones are not sold enough... I didn't find a read more

Reply Discussion Deals Quotes Reports

0 upvote

2 Replies

Marine on February 18, 2021

Quote integration in Salesforce

Hello, Is having the quotes integrated with Salesforce a project? Today, the Hubspot forms show up in Salesforce as activities but not the quotes. We are not syncing our deals with Salesforce so having the quote showing up in the salesforce cont read more

Reply Idea Quotes Salesforce Integration

8 upvotes

0 Reply

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jmclaren on February 10, 2021

What do you think of the custom quotes functionality right now?

Hey all, As we work on iterating and improving this functionality we want to make sure we're solving for your needs. We want to hear your feedback. Was there anything you expected to be able to do with custom quote templates that you couldn't read more

Reply Discussion Feedback

3 upvotes

72 Replies

Marine

Participant

February 18, 2021

Hello, Here's what I posted in another thread: After using the tool for a few weeks now, here below are my open items. Most of them are related...read more

jmclaren on February 10, 2021

Welcome to the beta for customizable quote templates!

Welcome to the super-secret HubSpot Community group for customizable quote templates! This is an invite-only group for beta users of this new feature. We've also got some HubSpotters here to help wherever we can. Gathering as a group there read more

Reply Blog

7 upvotes

6 Replies

Marine

Participant

February 18, 2021

Good morning, Thank you for creating this thread! After using the tool for a few weeks now, here below are my open items. Most of them are relate...read more

jmclaren on February 10, 2021

Collection of posts outside of this group

Hey everyone, We know a lot of you asked questions elsewhere. There are likely questions someone else has asked already that you want to know the answers to. To make it easier for everyone to knowledge share we’ve collected them here to make it ea read more

Reply Discussion FAQ

3 upvotes

1 Reply

Marine

Participant

February 18, 2021

Hello! I submitted an idea in the idea forum that is related to quotes. Here's the post: https://community.hubspot.com/t5/HubSpot-Ideas/Send-quo...read more

Marine on February 18, 2021

Send quote email notifications to "contact owner" in quote workflow

The only notification possible from a quote workflow is to send an email to the "quote-deal owner / a person / a team" but not the "contact owner" which is very limiting for our use. Our quote owners are inside sales people but we need to send m read more

Reply Idea Workflows

2 upvotes

1 Reply

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