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shilpawymer
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Member since ‎Oct 8, 2019
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Shilpa Wymer

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NHuffman on February 02, 2022
Optional Line Items for Quotes
There should be a check box or something that would allow you to make an included line item optional. The system would immediately recognize this, perhaps highlight the line item in different color, and then add small verbiage that says someth read more
Reply Idea Products and Quotes
63 upvotes
19 Replies
shilpawymer
Participant
August 15, 2023
Hi, This would be a great addition. Please add soon.
zakflix on March 08, 2021
Quickbooks integration: Problems with properties
We are using hubspots quickbooks integration, but are running into a couple of issues when trying to run reports on the data that comes back into hubspot. Issue 1: Partial payments - there is no way to see how much of the invoice was actually read more
Reply Idea Integrations
14 upvotes
6 Replies
shilpawymer
Participant
March 08, 2023
Absolutely agree - this makes the integration unworkable for me currently.
JoeDavies on September 24, 2021
Make mandatory Product Line Items on Deals an option! [Revenue Reporting Issue]
As the ARR & MRR reporting is based around these properties, which are calculated via the Line Items, it's essential for accurate reporting that it be possible to make adding them to Deals mandatory. I've worked with a few organisations where t read more
Reply Idea Dashboards & Reports Deals Products and Quotes Sales Reporting
137 upvotes
51 Replies
shilpawymer
Participant
March 07, 2023
This is just what we need to. so important in getting everyone to use the system well.
zakflix on March 08, 2021
Quickbooks integration: Problems with properties
We are using hubspots quickbooks integration, but are running into a couple of issues when trying to run reports on the data that comes back into hubspot. Issue 1: Partial payments - there is no way to see how much of the invoice was actually read more
Reply Idea Integrations
14 upvotes
6 Replies
shilpawymer
Participant
March 08, 2023
Absolutely agree - this makes the integration unworkable for me currently.
SteveJenns on March 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more
Reply Idea Contacts & Companies
1029 upvotes
311 Replies
shilpawymer
Participant
February 06, 2023
Yes please do involve me in the Beta.
CLewis6 on December 06, 2022
Total Invoiced field in Deals should total all invoices linked to the deal
We have an integration with Quickbooks and add invoices that have been raise in QB, to deals so that we can see how much has been invoiced against each deal. Unfortunately the way that field works is that it overwrites the total with the amount from read more
Reply Idea Integrations
4 upvotes
2 Replies
shilpawymer
Participant
December 14, 2022
Without the total amount - it makes the integration worthless. Please add this.
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