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 Leia mais

Not all of our clients will sign a quote - so I would like the ability to manually change the quote status please.

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 Leia mais

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 Leia mais

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 Leia mais

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