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KAunkst
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Member since ‎May 24, 2021
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Kelly Aunkst

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AnnaQ on March 12, 2024
Legacy QuickBooks Online integration is being retired in favor of the new integration
What’s changing about Hubspot’s QuickBooks Online Integration? HubSpot still has an integration with QuickBooks Online, and that integration remains a top priority for us. We launched a new integration in 2023 and we are now working on helpin read more
Reply Blog Account & Billing All Product Groups Integrations
0 upvote
73 Replies
KAunkst
Member
September 27, 2024
Now that invoices aren't associated with deals anymore, how is everyone auditing their accounts to be sure an invoice is associated with every sale. ...read more
AbbyDavey on March 05, 2020
Manually change quote status
Not all of our clients will sign a quote - so I would like the ability to manually change the quote status please.
Reply Idea Products & Quotes
176 upvotes
60 Replies
KAunkst
Member
June 20, 2023
Yes! We need this feature to track if something is signed or not. Having an attachment as a signed qyupte is not good enough. I want to see the quote...read more
msoucy on September 25, 2020
Focus on search bar on Contacts Database
Submitting on behalf of a customer: In the previous version of the Contacts/Companies database index page when initially navigating to the page the cursor would automatically be placed in the search bar for quick access. After the most r read more
Reply Idea Contacts & Companies
0 upvote
1 Reply
KAunkst
Member
June 14, 2023
Yes! I would love to see any pop up window have a live cursor in it!
KAunkst on April 25, 2022
Availability Exclusion for Tasks
I'd love to see the ability to set exception dates for tasks. Currently, I don't work on Thursday, but I'm always having to move my tasks off of Thursdays. I see this working similar to how you can set dates and times for when meetings are available read more
Reply Idea Tasks
0 upvote
0 Reply
MMT on September 30, 2020
QUOTES - Default settings for all quotes (terms, tax settings, expiry of quotes)
MOST CRM platforms that integrate with Finance systems, or systems that are able to generate QUOTES, will allow for preconfigured settings for all quotes, company wide. Feature request Terms and conditions - allowing our company terms and read more
Reply Idea Products and Quotes
90 upvotes
23 Replies
KAunkst
Member
January 25, 2022
Yes to all of these! I was surprised to find that such basic finctionality was not standard in hubspot since som nay other things have worked so flaw...read more
NilsK on January 02, 2020
Automatic adding of TAX (VAT) when creating quotes
We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes
Reply Idea Products & Quotes
552 upvotes
211 Replies
KAunkst
Member
January 25, 2022
Absolutely, we need to collect sales tax from all our services. Calcultaing this manually keeps me from using the hubspot quotes tool which makes me ...read more
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