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RandyPeterson
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コミュニティー参加日: ‎5 12, 2020
  • ベストアンサー数
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  • 件の返信
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  • いいね!した数
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  • ご意見・ご提案
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Randy Peterson

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charliepinker 5月 06日, 2020
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, 続きを読む
18 いいね!
24 コメント
参加者
10月 05日, 2023
Thanks for this!
mmynsberghe 2月 09日, 2021
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 続きを読む
18 いいね!
4 コメント
参加者
9月 11日, 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...続きを読む
Lucila-Andimol 6月 15日, 2021
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 続きを読む
114 いいね!
51 コメント
参加者
8月 03日, 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 ...続きを読む
LucasM 8月 17日, 2021
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 続きを読む
参加者
12月 02日, 2022
Well stated idea and a much-needed feature enhancement!
romi 4月 23日, 2019
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 続きを読む
38 いいね!
14 コメント
参加者
11月 16日, 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!...続きを読む
Nikki_Mo 9月 30日, 2022
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 続きを読む
55 いいね!
24 コメント
参加者
10月 22日, 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 ...続きを読む
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