HubDoPete

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JeannieN

Pete Nicholls

Business Proposals Specialist. Creator of HubDo Marketplace: software services and training to "Do More On HubSpot" APMP Proposals Certified. HubSpot Certified Trainer.

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AMankar on Oktober 04, 2021

Auto update currency rates on Hubspot

Hi, On Sales Deal level when we look at the overview, we get total of all deals in one company currency. In my case it tis Euro. We deal on International level that is why we have deals in Dollars, euro and newzealand dollars. My question i Beitrag ansehen

Antworten Diskussion Professional

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7 Antworten

HubDoPete

Ratgeber/-in | Gold Partner

März 21, 2024

Thanks @Phil_Vallender Yes those are good questions. We evaluated many currency providers on response times, reliability and a cost that we coul...Beitrag ansehen

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AKara on Februar 15, 2024

Hide line items in quotes

We have an issue with our customers wanting separate quotes. One for licenses and one for services, this makes the line items dissappear for each quote that we do. This affects us as we use the values under the product line items to calculate th Beitrag ansehen

Antworten Diskussion Deals

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5 Antworten

HubDoPete

Ratgeber/-in | Gold Partner

Februar 21, 2024

Yes I agree - a little custom code in your HubSpot Quote template can take care of this.

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AymanMn on Februar 06, 2024

Image too big in the multi text field

Hey, I am attempting to incorporate an image into my quote by inserting it into a multi-text field within the deal. I'm aware that I could use an image module, but the process is too complex. The issue is when the image is too large, cau Beitrag ansehen

Antworten Diskussion HTML Hubl JavaScript

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HubDoPete

Ratgeber/-in | Gold Partner

Februar 08, 2024

Hi Ayman I can think of two options: Reduce the image size using something like TinyPNG , to a size HubSpot accepts Have a CMS developer...Beitrag ansehen

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JRaaschou on Januar 30, 2024

Custom Quotes

Issue: We are using HubSpot for quotes, but we are legally obligated to include a Data Processing Agreement (DPA) and terms within the quote. This means that customer data must be outlined in the DPA and terms. Unfortunately, this results in a very Beitrag ansehen

Antworten Diskussion Professional

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2 Antworten

HubDoPete

Ratgeber/-in | Gold Partner

Januar 31, 2024

Hi Jonas, Well done so far for customising the HubSpot Quote Template for these collapsible sections. I like how you have used expandable secti...Beitrag ansehen

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AGreen95 on Januar 23, 2024

Best CPQ for multiple price sheets feeding one quote

Hey community! What do you think is the best software to support a CPQ process that is currently managed by an excel spreadheet where multiple tabs feed into one master quote tab. Also, needs approval workflow component. Thank youuuuuuu

Antworten Diskussion Enterprise

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HubDoPete

Ratgeber/-in | Gold Partner

Januar 24, 2024

Hi! Yes we have implemented GleanQuote in simple through to complex CPQ configurations on HubSpot. We also developed DoPricer CPQ for situations ...Beitrag ansehen

GlennHoy on Januar 04, 2024

Best way to manage outbound calling

We call companies for several individual clients - what is the best way to manage the calling process within HubSpot? For examaple should we use lists, set tasks or filter on companies? Any help appreciated!

Antworten Diskussion Sales

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2 Antworten

HubDoPete

Ratgeber/-in | Gold Partner

Januar 05, 2024

Hi @GlennHoy "Playing" a task list of calls is the most efficient way to dial multiple companies in sequence. As you complete each call, r...Beitrag ansehen

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