HubDoPete

これらの掲示板を使用するには、JavaScriptがインストールされ、有効になっている必要があります。お使いのブラウザでJavaScriptが無効になっているか、JavaScriptがサポートされていません。 JavaScriptを有効にする方法については、ブラウザのヘルプファイルを参照してください。

ガイド役 | Gold Partner

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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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解決済み

AMankar 10月 04日, 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 続きを読む

返信ディスカッション Professional

2 いいね！

7 コメント

HubDoPete

ガイド役 | Gold Partner

3月 21日, 2024

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

解決済み

AKara 2月 15日, 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 続きを読む

返信ディスカッション Deals

0 いいね！

5 コメント

HubDoPete

ガイド役 | Gold Partner

2月 21日, 2024

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

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AymanMn 2月 06日, 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 続きを読む

返信ディスカッション HTML Hubl JavaScript

0 いいね！

2 コメント

HubDoPete

ガイド役 | Gold Partner

2月 08日, 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...続きを読む

解決済み

JRaaschou 1月 30日, 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 続きを読む

返信ディスカッション Professional

0 いいね！

2 コメント

HubDoPete

ガイド役 | Gold Partner

1月 31日, 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...続きを読む

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AGreen95 1月 23日, 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

返信ディスカッション Enterprise

0 いいね！

3 コメント

HubDoPete

ガイド役 | Gold Partner

1月 24日, 2024

Hi! Yes we have implemented GleanQuote in simple through to complex CPQ configurations on HubSpot. We also developed DoPricer CPQ for situations ...続きを読む

GlennHoy 1月 04日, 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!

返信ディスカッション Sales

0 いいね！

2 コメント

HubDoPete

ガイド役 | Gold Partner

1月 05日, 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...続きを読む

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