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jims
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Member since ‎Jun 19, 2019
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Jim Schreitmueller

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Activity

Arne on May 12, 2019
Creating tasks and even working on them keeps their task status at “not started”. Only in board view the status can be set to in progress, waiting or deferred. It’s hard to get all users to always switch to board view just for the status change. We read more
22 upvotes
4 Replies
Participant
August 28, 2019
This would be SO HELPFUL to have for managing quotes, proposals and other high priority items.
GailNYC on July 24, 2019
I am writing to complain about your new policy (effective in early August 2019) of not showing location with the email opens. I rely on that info to let me know if someone is out of town, or if the email has been forwarded to another person in read more
47 upvotes
137 Replies
Participant
August 16, 2019
In the absence of tracking location (which is understandable), can Hubspot AT LEAST distinguish between the following? 1. OPENED BY RECIPIENT 2...read more
AlexHodgson on April 16, 2019
We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote. We'd like to suggest: - Ability to clone a quote to a new q read more
147 upvotes
63 Replies
Participant
July 02, 2019
YES!
CCIlumia on June 12, 2018
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
874 upvotes
432 Replies
Participant
June 19, 2019
Thank you! It would be extremely helpful to include documents for e-signature that include Agreements and NDAs that the user could append using thei...read more
Solved
SebastianK on March 30, 2017
There is a company property called Parent company. Wouldn't it be good to have another proprty that works the other way around, a Child companies?
1 upvote
14 Replies
Participant
June 19, 2019
Insightly CRM handles this REALLY well.
bcook on September 26, 2018
It would be great if there was a way to create a Product Group that consists of multiple other products. So if you have a group of products that typically is sold together but could also be separate, the group would add in all of products in at once read more
222 upvotes
83 Replies
Participant
June 19, 2019
Product catalogs – Enable prerequisites and dependencies between products. This would enable sales people to select one product and automatically pr...read more
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