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AlanR
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Miembro desde ‎sep 28, 2018
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MKardon en Febrero 05, 2021
Using Different Logos on Documents
My company has 2 brands. When I create a document it shows the default logo of one brand. How can I assign other documents associated with my other brand to show the correct logo? I can't just toggle between default logos, that would not work. A Leer más
Responder Conversación Documents
4 Me gusta
9 Respuestas
AlanR
Colaborador
Febrero 26, 2021
Thanks for raising this. We have 4 brands for our 1 company, with a master brand (just created) and 3 brands for each of our prodcuts. Our custome...Leer más
FinallyMatt en Julio 02, 2020
Option for Deal value to sync with discounted Quote values
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should! The trouble is, right now it doesn't. Custom Leer más
Responder Idea Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
105 Me gusta
33 Respuestas
AlanR
Colaborador
Febrero 05, 2021
Yes, this is continuing to cause a lot of headaches for us. Our latest Sales Report picked up a big differential from the previous month, which -...Leer más
jnormand en Octubre 08, 2020
More control over product lists like filtering or advanced search
Our product catalogue in Hubspot is growing and becoming more complicated. Currently our ability to organize this list is very limited, basically just folders and sorting alphabetically. It would save our team a ton of time to be able to have m Leer más
Responder Idea Products and Quotes
164 Me gusta
74 Respuestas
AlanR
Colaborador
Enero 12, 2021
Product folders default to the latest folder created, rather than an alphabetical list and it takes more time to find the correct folder and/or means...Leer más
AlanR en Enero 12, 2021
Archive Defunct Products
We have a requirement to archive products that have become defunct. Deleting them would impact historic dealfow reporting and is not a practical solution, so archiving products within the 'products & quotes' would be useful so that they don't d Leer más
Responder Idea Products and Quotes
110 Me gusta
26 Respuestas
codywarner en Noviembre 11, 2020
Folders within Folders in Products and Templates
Can we add additional layers (even one more) folder adding capability? We have over 2000 SKUs, which can be categorized a variety of ways, and with the ability to only have one folder it limits how much we can organize. It would nice to click into Leer más
Responder Conversación Professional
7 Me gusta
4 Respuestas
AlanR
Colaborador
Enero 12, 2021
Thanks for raising this. Our business also has a need for this as a single 'top-level' folder structure becomes unruly, especially when we need t...Leer más
FinallyMatt en Julio 02, 2020
Option for Deal value to sync with discounted Quote values
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should! The trouble is, right now it doesn't. Custom Leer más
Responder Idea Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
105 Me gusta
33 Respuestas
AlanR
Colaborador
Febrero 05, 2021
Yes, this is continuing to cause a lot of headaches for us. Our latest Sales Report picked up a big differential from the previous month, which -...Leer más
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