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R10
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Member since ‎Aug 26, 2019
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Rachel Feddema

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codywarner on June 28, 2018
Edit Quote after created
Having a quoting engine where you can edit quotes after they have been sent. These issue is preventing us from using Hubspot and instead using Pandadoc
Reply Idea Products & Quotes
49 upvotes
32 Replies
R10
Member
February 20, 2020
Thank you so much for introducing this feature. I just came across "recall and edit" it today and nearly wept once I realized I didn't have to recrea...read more
CristianP on October 27, 2017
Snippet Tool - Text Limitation Removal
The Text Limitation - As you're aware there is a limitation in how much text you can include in the body of a snippet. This is disappointing as there may be paragraphs you send quite often that don't necessarily qualify to be a template. For exampl read more
Reply Idea Snippets & Templates
140 upvotes
96 Replies
R10
Member
January 31, 2020
Hi Geoffww, Where can I find that? I assumed I only had access to snippets when filling out the purchase terms field in a quote. We need the text on ...read more
CristianP on October 27, 2017
Snippet Tool - Text Limitation Removal
The Text Limitation - As you're aware there is a limitation in how much text you can include in the body of a snippet. This is disappointing as there may be paragraphs you send quite often that don't necessarily qualify to be a template. For exampl read more
Reply Idea Snippets & Templates
140 upvotes
96 Replies
R10
Member
January 31, 2020
Hi Geoffww, Where can I find that? I assumed I only had access to snippets when filling out the purchase terms field in a quote. We need the text on ...read more
R10 on August 27, 2019
Create Quotes for other users
As someone who often has to create quotes for other team members, I would find it very helpful to be able to easily switch the "Your Info" contact info in a quote. Currently, the quote creator is the default contact for the quote. If I need to read more
Reply Idea Products & Quotes
116 upvotes
32 Replies
R10
Member
August 27, 2019
I actually just logged a very similar request, https://community.hubspot.com/t5/HubSpot-Ideas/Switching-the-contact-on-the-Your-Info-screen-when-cre...read more
R10 on August 27, 2019
Create Quotes for other users
As someone who often has to create quotes for other team members, I would find it very helpful to be able to easily switch the "Your Info" contact info in a quote. Currently, the quote creator is the default contact for the quote. If I need to read more
Reply Idea Products & Quotes
116 upvotes
32 Replies
R10
Member
August 27, 2019
I actually just logged a very similar request, https://community.hubspot.com/t5/HubSpot-Ideas/Switching-the-contact-on-the-Your-Info-screen-when-cre...read more
CristianP on October 27, 2017
Snippet Tool - Text Limitation Removal
The Text Limitation - As you're aware there is a limitation in how much text you can include in the body of a snippet. This is disappointing as there may be paragraphs you send quite often that don't necessarily qualify to be a template. For exampl read more
Reply Idea Snippets & Templates
140 upvotes
96 Replies
R10
Member
January 31, 2020
Hi Geoffww, Where can I find that? I assumed I only had access to snippets when filling out the purchase terms field in a quote. We need the text on ...read more
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