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KAunkst
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Membre depuis ‎mai 24, 2021
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
    1
  • Idées
    1

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Kelly Aunkst

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Activité

AnnaQ le Mars 12, 2024
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 Lire la suite
Membre
Septembre 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. ...Lire la suite
AbbyDavey le Mars 05, 2020
Not all of our clients will sign a quote - so I would like the ability to manually change the quote status please.
177 Mentions J'aime
61 Réponses
Membre
Juin 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...Lire la suite
msoucy le Septembre 25, 2020
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 Lire la suite
0 Mention J'aime
1 Réponse
Membre
Juin 14, 2023
Yes! I would love to see any pop up window have a live cursor in it!
KAunkst le Avril 25, 2022
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 Lire la suite
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MMT le Septembre 30, 2020
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 Lire la suite
90 Mentions J'aime
23 Réponses
Membre
Janvier 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...Lire la suite
NilsK le Janvier 02, 2020
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
555 Mentions J'aime
212 Réponses
Membre
Janvier 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 ...Lire la suite
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