richardwalsh

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Richard Walsh

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PEscrieut en Agosto 16, 2022

Error on Associate a quote template to a quote

Hello, I'm following this tutorial: https://developers.hubspot.com/docs/api/crm/quotes When I try to associate the quote to the quote template using /crm/v3/objects/quote_template/{QUOTE_TEMPLATE_ID}/associations/quote/{QUOTE_ID}/quote_temp Leer más

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richardwalsh

Participante | Partner nivel Platinum

Agosto 17, 2022

Same problem here. I don't believe it is that the scope is missing, but rather they haven't enabled the association API open to the public. It's l...Leer más

jmoss en Noviembre 12, 2019

Using workflows to autocreate quotes

I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.

Responder Idea Products & Quotes

340 Me gusta

117 Respuestas

richardwalsh

Participante | Partner nivel Platinum

Junio 14, 2022

yes please. Without this, the quotes workflows options are quite limited.

richardwalsh en Marzo 03, 2022

Knowledge Base: Smart Content Enabled Articles

In a world where businesses operate at a global level, and are providing instruction where information may be regulated and different per country, we need the ability to have content change and adapt to the viewer's location. At first, I thought th Leer más

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Brandonbaker en Septiembre 17, 2018

Multiple Knowledge Bases

The ability to create more than one Knowledgebase. Similar to having multiple conversation inboxes or ticket pipelines. This allows for knowledgebase segmentation. Could be for Internal Vs External or Client Vs Prospect (Sales Vs Support) Leer más

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richardwalsh

Participante | Partner nivel Platinum

Marzo 03, 2022

At the enterprise level, with multiple brands and the new Business Unit addon, this is an absolute must.

Rianne en Marzo 08, 2019

Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM

Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to Leer más

Responder Idea Meetings

727 Me gusta

403 Respuestas

richardwalsh

Participante | Partner nivel Platinum

Octubre 21, 2020

We have multiple clients that would love this, and need it asap before they start looking at other platforms.

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rohansdeeson en Agosto 05, 2020

Customize Breadcrumb output

So We are generating a breadcrumb from our main menu like so. {% menu "breadcrumb" id=32386756055, site_map_name='Main Menu', overrideable=False, root_type='breadcrumb', flyouts='false', max_levels='4', flow='horizontal', label='Advanced Menu' %} Leer más

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richardwalsh

Participante | Partner nivel Platinum

Octubre 20, 2020

This worked perfectly!

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