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jpc0480
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birdman on Outubro 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 Idéia Integrations
12 avaliações positivas
7 Respostas
jpc0480
Participante
Fevereiro 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...Leia mais
ZaneMc on Fevereiro 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 Leia mais
Responder Idéia Products & Quotes
59 avaliações positivas
21 Respostas
jpc0480
Participante
Outubro 02, 2020
We sell b2b api and saas licenses for our software and this would be most ideal for our sales team
Solucionado
jpc0480 on Outubro 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 Leia mais
Responder Discussão Professional
4 avaliações positivas
8 Respostas
dscalisi on Maio 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 Idéia Products & Quotes
91 avaliações positivas
35 Respostas
jpc0480
Participante
Setembro 24, 2020
Would like to see this as well
lalexander on Novembro 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 Leia mais
Responder Idéia Deals Products & Quotes Workflows
651 avaliações positivas
180 Respostas
jpc0480
Participante
Setembro 01, 2020
We can certainly use this too!
adamperri5 on 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 Leia mais
Responder Idéia Products & Quotes
46 avaliações positivas
24 Respostas
jpc0480
Participante
Setembro 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...Leia mais
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