KatieMcCauley

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Katie McCauley

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Carlin le Septembre 25, 2020

Quote options for customers to select and agree to

I'm a big fan of the quote function taht allows the customer to digitally sign agree to the quote sent, however many of our products have 'optional extras' that a client might wish to purchase. It woudl be great if there was a way to include a tick- Lire la suite

Répondre Idée Sales Documents

142 Mentions J'aime

32 Réponses

KatieMcCauley

Membre

Octobre 12, 2023

@hubspot , any update on this? We have multiple pricing options for our prospects as to whether they want to purchase on a SaaS or Capex basis. It w...Lire la suite

maximelexstart le Septembre 21, 2018

Use Deal Properties in Forms

Hey there! For us to be able to create forms that use Deal Properties would be amazing. Is that something easily feasible? Thank you.

Répondre Idée Forms

642 Mentions J'aime

192 Réponses

KatieMcCauley

Membre

Janvier 12, 2023

How is this not something being considered? It seems necessary that we could update deals with forms. That would be an excellent feature.

AFiederling le Mars 19, 2021

Overdue tasks as a trigger for workflows

Tasks that are overdue can not be set as a trigger for a workflow. That would be super helpful, to set a new status or even a next task out of it.

Répondre Idée Tasks Workflows

75 Mentions J'aime

6 Réponses

KatieMcCauley

Membre

Septembre 15, 2022

This is definitely something we'd like to see. This would give managers the ability to better monitor salespeople when they are not completing their ...Lire la suite

raywillow le Juin 02, 2020

INTEGRATE PROJECTS INTO REPORTS

Currently there is no way to extrapolate task listed under Projects into Reports. You can only show tasks from Sales but not tasks listed under Projects. We need the ability to Filter based on Project and task types as well as associated users.

Répondre Idée Marketing Reporting

46 Mentions J'aime

11 Réponses

KatieMcCauley

Membre

Juillet 28, 2022

Yes, absolutely! We have found the Projects tool very useful for running some of our smaller customer projects with our Account Managers. They would ...Lire la suite

DTPixMob le Avril 23, 2020

Sequences Improvement Ideas

My team and I been using sequences a lot for the past months and I have made observations to improve the functionality of sequences. 1) We should be able to make new static or even active lists from enrolled contacts based on status (enrolled b Lire la suite

Répondre Idée Lists Marketing Emails Sequences

12 Mentions J'aime

6 Réponses

KatieMcCauley

Membre

Janvier 25, 2022

Absolutely! I want to be able to create a marketing list from a sequence where someone was enrolled but never responded. This should definitely be fe...Lire la suite

mschnitt le Avril 05, 2017

HubSpot Outlook integration for MAC users

We have a number of MAC users. It would be nice to have HubSpot integrate with Outlook for MAC users. Is this a feature that will be available soon?

Répondre Idée Sales Email Extensions & Add-Ins

471 Mentions J'aime

267 Réponses

KatieMcCauley

Membre

Septembre 10, 2019

The inbox connection features are great, but we have several sales team members using Macs, and our company does not have Office 365. I would like to...Lire la suite

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