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R10
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Mitglied seit ‎Aug 26, 2019
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Rachel Feddema

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codywarner on Juni 28, 2018
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
49 Likes
32 Antworten
R10
Mitglied
Februar 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...Beitrag ansehen
CristianP on Oktober 27, 2017
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 Beitrag ansehen
140 Likes
96 Antworten
R10
Mitglied
Januar 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 ...Beitrag ansehen
CristianP on Oktober 27, 2017
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 Beitrag ansehen
140 Likes
96 Antworten
R10
Mitglied
Januar 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 ...Beitrag ansehen
R10 on August 27, 2019
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 Beitrag ansehen
115 Likes
31 Antworten
R10
Mitglied
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...Beitrag ansehen
R10 on August 27, 2019
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 Beitrag ansehen
115 Likes
31 Antworten
R10
Mitglied
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...Beitrag ansehen
CristianP on Oktober 27, 2017
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 Beitrag ansehen
140 Likes
96 Antworten
R10
Mitglied
Januar 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 ...Beitrag ansehen
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