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KAgosta
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Membre depuis ‎sept. 30, 2022
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Kathy Agosta

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FlaviaCaldeira le Décembre 27, 2022
Export report by specific user
I have a problem and I don't know if anyone could help me. I've already contacted Hubspot support and apparently there isn't a native solution. I would like to extract a report or information that shows the percentage of companies that had some type Lire la suite
Répondre Discussion best practices
0 Mention J'aime
2 Réponses
KAgosta
Participant
Octobre 16, 2023
Can the report be exported into a word doc or pdf or even a csv?
MinelHusagic le Novembre 17, 2022
HubSpot Deals Automation - Quotes/Contracts/Invoices
Hello, We would like to take our current invoices contracts and flight confirmations digital so that we can email them straight to our clients from HubSpot Deals interface. We currently write them all in MS Word and Adobe Acrobat, which is tim Lire la suite
Répondre Discussion Professional
1 Mention J'aime
3 Réponses
KAgosta
Participant
Janvier 18, 2023
Hi Minel This is just an FYI. I'm attempting to address the same need. We're are currently testing Pandadocs which Hubspot recommends, but have f...Lire la suite
KAgosta le Novembre 22, 2022
contracts from quote templates and/or third party contract software suggestions
Are there any potential updates to the current list of templates? We need to create a contract for corporate sponsorships. The quote template is too limited as it is designed. If not, are there any recommended contract software vendors? We're als Lire la suite
Répondre Discussion Professional
1 Mention J'aime
1 Réponse
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OliverMUK le Janvier 28, 2020
Contract management recommendations
Hi all We're looking at Hubspot and I've got the point on the list where I need to look at Contracts. I can see that Hubspot doesn't manage contracts itself, and I would like to get some recommendations of contract management apps that integrate Lire la suite
Répondre Discussion
3 Mentions J'aime
9 Réponses
KAgosta
Participant
Novembre 22, 2022
Are there any updates to the list of recommended contract software? We need to create a contract for corporate sponsorships. The quote template is to...Lire la suite
Adam-SixandFlow le Novembre 05, 2020
Create a 'Today's Date' field in Hubspot
Currently, you have no date property that tells you today's date. This is genuinely a critical function if you are going to compete with other CRMs. How can a sales team set and keep SLAs if they can only look at the time spent in stage retroactivel Lire la suite
Répondre Idée Account Settings
256 Mentions J'aime
66 Réponses
KAgosta
Participant
Novembre 16, 2022
Agree with all on this thread, and it has been a few years. This function wb applicable in so many ways. Is it really that difficult to create? ...Lire la suite
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