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RandyPeterson
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Mitglied seit ‎Mai 12, 2020
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Randy Peterson

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charliepinker on Mai 06, 2020
View a contact's timezone and local time
I'd love to be able to easily see a contact's local time when viewing the contact record. If I'm about to call a contact, and if I spot their country code on their phone number is not my own, I have to first look up the country that uses that code, Beitrag ansehen
Antworten Diskussion Contacts
18 Likes
24 Antworten
RandyPeterson
Teilnehmer/-in
Oktober 05, 2023
Thanks for this!
mmynsberghe on Februar 09, 2021
Disable use of custom line items
We want to make it mandatory to work with the products in the product library. At this moment there is no option to prevent users from adding custom products to a deal. Please provide the possibility to hide the 'Add custom line item' option when Beitrag ansehen
Antworten Idee Deals
18 Likes
4 Antworten
RandyPeterson
Teilnehmer/-in
September 11, 2023
It looks like this has been added to HubSpot quite a while ago: https://community.hubspot.com/t5/HubSpot-Ideas/Prevent-certain-Sales-users-from-edit...Beitrag ansehen
Lucila-Andimol on Juni 15, 2021
Cancel or Delete Approved/Signed Quotes
Sometimes when a deal is closed won, with an approved/sign quotes changes must be made (because of a sales misunderstanding or error) Even if the sales team create a new quote for approval, this old quote need to be canceled. We need this functi Beitrag ansehen
Antworten Idee Products and Quotes Sales Documents
114 Likes
51 Antworten
RandyPeterson
Teilnehmer/-in
August 03, 2023
Completely agree this is needed. A customer signed a quote then an error was subsequently found and a new quote was created and e-signed. I couldn't ...Beitrag ansehen
LucasM on August 17, 2021
Automatically associate emails to open deals and tickets
There are many issues/ideas referring to this issue. All of them addressing various components of the same problem. The ability to associate activity to a specific deal or ticket. Currently, the system is configured in an all-or-nothing manner Beitrag ansehen
Antworten Idee Sales Email Extensions & Add-Ins
7 Likes
1 Antwort
RandyPeterson
Teilnehmer/-in
Dezember 02, 2022
Well stated idea and a much-needed feature enhancement!
romi on April 23, 2019
Auto email Countersigners for Quotes
When an internal countersigner is added to a quote, send them an automated email notifying them that there is a quote that needs to be signed with a link to the quote. Currently, the person creating the quote has to remember to also email any in Beitrag ansehen
Antworten Idee Products & Quotes
38 Likes
14 Antworten
RandyPeterson
Teilnehmer/-in
November 16, 2022
It would also be great if we could set the quote to automatically go out to the customer after the internal counter-signer completed their signature!...Beitrag ansehen
Nikki_Mo on September 30, 2022
Automated US Sales Tax
We are currently rolling out a consumer model to one of our locations so having to manually add a line for tax is not that cumbersome. We do plan to roll out to additional areas and removing the human error from any of our locations across the US w Beitrag ansehen
Antworten Idee Payments
48 Likes
21 Antworten
RandyPeterson
Teilnehmer/-in
Oktober 22, 2022
We can't use HubSpot payments because there is no way to automatically calculate state and local taxes. We use Avalara to handle these calculations ...Beitrag ansehen
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