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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Laura16 on Maio 30, 2023

Searching for a customized quote solution for HubSpot (need 8 columns)

Hello! I am considering adding a new business unit to our HubSpot instance. I need to be able to provide quotes and invoices that would have 8 columns. Is it 100% true that HubSpot CANNOT handle this? Is there a customized template option? Is there Leia mais

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HubDoPete

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Maio 30, 2023

Hi @Laura16 The default HubSpot Quote templates cover typical requirements. Beyond the defaults, Custom Quote Templates bring you the flex...Leia mais

SLester on Maio 26, 2023

How do I trigger a workflow based on successful payment

Hello fellow memebrs, Two questions: I am trying to link a CTA to a payment link and would like to inquire about the following: 1. How do I trigger a workflow based on succesful payment. I looked at all the conditions under contact, company, s Leia mais

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HubDoPete

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Maio 30, 2023

Hi folks - sorry I don't have answers to this one as yet - as HubSpot payments are US-only we have not employed them in our international HubSpot use...Leia mais

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JCooper8 on Maio 12, 2023

Is it possible to split deal amount value across multiple months?

Hi all, I'm trying to produce a report which shows our revenue by month however some of our deals have values which should really be split across multiple months. Does anyone have a work around in order to show deal revenue across multiple Leia mais

Responder Discussão How-To Reports Workaround

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HubDoPete

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Maio 16, 2023

It is difficult to record month-by-month revenue actuals in HubSpot. There isn't an object suited to it in the Pro hubs other than deals. If ...Leia mais

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JCooper8 on Maio 12, 2023

Is it possible to split deal amount value across multiple months?

Responder Discussão How-To Reports Workaround

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HubDoPete

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Maio 16, 2023

It is difficult to record month-by-month revenue actuals in HubSpot. There isn't an object suited to it in the Pro hubs other than deals. If ...Leia mais

RSanei on Maio 02, 2023

Ability to make deal line items compulsory

It would be incredibly valuable to be able to make line items complusory before a deal is closed or closed/won.

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HubDoPete

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Maio 12, 2023

Thanks @RSanei I'll DM you to discuss. It is certainly doable.

RSanei on Maio 02, 2023

Ability to make deal line items compulsory