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jpc0480
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birdman en Octubre 21, 2021
Integration with Discord
Slack is great. But fairly expensive and now in the hands of SalesForce. Not sure which direction it will go. Discord is a great alternative, affordable and easier to integrate with partners and customers.
Responder Idea Integrations
12 Me gusta
7 Respuestas
jpc0480
Participante
Febrero 06, 2023
@JoshLevitsky Did you ever find a solution to this? We are looking for something very similar. We want the bot to check Hubspot and verify the user...Leer más
ZaneMc en Febrero 19, 2020
Contracts and Agreements
I understand there are a few ideas being floated on this particular topic but I wanted to "flesh out" the functionality of potential contracts and agreements within HubSpot. Firstly, in terms of contract management, we have historically used Leer más
Responder Idea Products & Quotes
59 Me gusta
21 Respuestas
jpc0480
Participante
Octubre 02, 2020
We sell b2b api and saas licenses for our software and this would be most ideal for our sales team
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jpc0480 en Octubre 02, 2020
Attribute revenue from a child company to parent
Parents act as an umbrella to all child companies. The child is repsonsible for all revenue generated. We are trying to figure out how a child can make a sale (deal) and then have this revenue be reported for the parent? Any help appreciate Leer más
Responder Conversación Professional
4 Me gusta
8 Respuestas
dscalisi en May 23, 2018
Default terms for Quotes
Would be excellent to have Default Terms that Company admin can add to all quotes as standard so company not reliant on salespeople to add. I love my salespeople but as we all know not incredibly reliable with important details.
Responder Idea Products & Quotes
91 Me gusta
35 Respuestas
jpc0480
Participante
Septiembre 24, 2020
Would like to see this as well
lalexander en Noviembre 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou Leer más
Responder Idea Deals Products & Quotes Workflows
650 Me gusta
180 Respuestas
jpc0480
Participante
Septiembre 01, 2020
We can certainly use this too!
adamperri5 en Agosto 21, 2019
Notifications for Quotes upon payment
Having a notification email, or any type of notification appear when a client pays in the Quotes area will be a huge benefit to our system. The only way to see the quotes you've created is by downloading a PDF / Excel sheet. If there was also a way Leer más
Responder Idea Products & Quotes
46 Me gusta
24 Respuestas
jpc0480
Participante
Septiembre 01, 2020
I don't think you can do this with PRO either... I don't see any "quote" options under deal workflows and see that "Quote" workflows are not yet at o...Leer más
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