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NicolasE
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Member since ‎Oct 10, 2019
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Nicolas Eliades

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shiling on March 06, 2019
Configure quote number format
Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. read more
Reply Idea Deals
189 upvotes
87 Replies
NicolasE
Member
June 23, 2020
Hi all, HubSpot quotations comes with an automated reference ( yyyymmdd-xxxxxxxx ), but that we cannot retrieve our quotations in HubSpot using that ...read more
monmc on May 03, 2017
Update a Meeting description without sending update
When I book a meeting through meetings or in my google calendar, it shows up on the person't Hubspot profile. After the meeting takes place I want to go back and add notes to that meeting. If I do this, I have to save and send updates to everyone. read more
Reply Idea Integrations Meetings
95 upvotes
67 Replies
NicolasE
Member
January 21, 2020
I agree with the above. There should be a "save and send update" + "save" button only. My sales team are monitored on meetings booked and I need to k...read more
megananderson on September 03, 2019
Send emails from deal in mobile app
It is crucial to be able to send emails directly from the deal in the mobile app. Or, when sending emails from the contact, to be able to associate that email with both the contact and a related deal, like you can from the website. Our field sa read more
Reply Idea Deals Mobile Applications
33 upvotes
18 Replies
NicolasE
Member
October 10, 2019
We are experiencing the same issue. Our sales guys spend 4 days on the road and work from the mobile app. They need to contact customers and be able ...read more
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