Participant | Diamond Partner
Member since ‎Sep 16, 2019
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AbbyDavey on March 05, 2020
Not all of our clients will sign a quote - so I would like the ability to manually change the quote status please.
41 Replies
Participant | Diamond Partner
January 17, 2023
Hi Hubspot team Any news on this ? Some of our clients are thinking about mooving from Sales Hub ands use another quote tool because of more
GLR on December 13, 2017
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
228 Replies
Participant | Diamond Partner
November 15, 2022
great news Rachel !!! Can't wait 🙂
nathanparis on May 29, 2019
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
Participant | Diamond Partner
October 24, 2022
upvote for this feature !
sbacookie on February 26, 2020
Working across multiple teams with multiple goals sometimes one customer project requires multiple tickets. As you are able to associate a ticket with a deal, company and contact. It could be nice if you were able to associate tickets with other t read more
33 Replies
Participant | Diamond Partner
June 24, 2022
Hi. That seems a basic feature for a ticketing tool. We face the same problem, even if the client bought Serv Hub Enterprise... Would be great to more
Spitfire33 on February 10, 2022
It would save our team time and mistakes if the "Create deal" form allowed us to associate deals with our custom objects, alongside the standard company and contact objects shown below.
9 Replies
Participant | Diamond Partner
June 23, 2022
hi would be great !
Arne on December 22, 2018
Being able to simply select the product(s)/services within the mobile app and send the quote (lower price tag stuff only like a few service days or a smaller quantity of a certain product eg for a POC) to your customer right while you are in the scop read more
Participant | Diamond Partner
June 17, 2022
Hi We have a lot of clients using Sales Hub but not the quote tool and library just because it's impossible to make quote on the mobile device more
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