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Paul320
Participant | Diamond Partner
Participant | Diamond Partner
Member since ‎Jan 28, 2019
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    4
  • Upvotes Given
    12
  • Upvotes Received
    87
  • Ideas
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Paul320 on January 03, 2022
CES on Stage Only
As I understand it, the CES is sent to all contacts associated with a support ticket when the ticket status is "Closed". The problem with this is that you can have more than one stage in a pipeline that is associated with a "Closed" status. For ex read more
Reply Idea Tickets
0 upvote
0 Reply
Paul320 on November 15, 2021
Display the total weight of products on a quote in the total or subtotal
Product weight is a property for items in the product library. It would be beneficial if the total weight of all of the products on a quote (extended by their quantities) could be displayed in a quote's totals (or sub-totals). I have a client who read more
Reply Idea Products and Quotes
3 upvotes
1 Reply
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
Paul320
Participant | Diamond Partner
August 19, 2021
How about the ability to see only the available folders? That alone would be a tremendous improvement.
Paul320 on April 13, 2021
Dynamic meeting link in email templates
It would be very useful if one could insert a "dynamic" meeting link in an email template so that the meeting link of the person enrolling a contact in a sequence or otherwise using the email template could be included in the email.
Reply Idea Snippets & Templates
7 upvotes
0 Reply
Paul320 on January 12, 2021
Quotes as an object or pseudo object
The ability to filter for and manage quotes is severely lacking. You can go to Sales > Quotes and see a list of quotes, but you can't introduce filtered views like you can for Deals or other objects in HubSpot. In addition to having more complete read more
Reply Idea Products and Quotes
0 upvote
0 Reply
Paul320 on October 23, 2020
Copy/move attachments from the Contact record to the Deal record
Problem : We have customers who submit forms documenting the problem they want us to solve. The form allows them to attach image files. After the form is submitted, a workflow creates a Deal. The sales team would like the image files to be availa read more
Reply Idea Deals Workflows
62 upvotes
12 Replies
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