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TashKearney
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Member since ‎Dec 7, 2022
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Natasha Kearney

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NHuffman on February 02, 2022
Optional Line Items for Quotes
There should be a check box or something that would allow you to make an included line item optional. The system would immediately recognize this, perhaps highlight the line item in different color, and then add small verbiage that says someth read more
Reply Idea Products and Quotes
39 upvotes
9 Replies
TashKearney
Member
March 01, 2023
This is soemthing offered by so many other tools and it would make such a big improvement to the Hubspot quoting functionality if added.
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
67 upvotes
18 Replies
TashKearney
Member
March 01, 2023
These really are basic quote functionality that should have been included before any quoting module was released. These aren't improvement requests, ...read more
TashKearney on January 31, 2023
Add Internal Attendees to Meeting Log
We often have to log meetings against our Hubspot deals after they happen (last minute, unplanned etc). When logging the meeting and noting who was there, you can't add internal attendees. Given we are often sending two or three team members to a me read more
Reply Idea Activity Feed Meetings
3 upvotes
1 Reply
TashKearney on December 07, 2022
Auto-Number Field
It would be great is we could have auto-number field option when adding properties to a record. I appreciate all records have a unique Record-ID, but thats a very long reference and its not specific to my orgnisation. For us, we find it really usefu read more
Reply Idea Properties
0 upvote
0 Reply
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