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shaskey
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Member since ‎Oct 10, 2019
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  • Upvotes Given
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Michael Shaskey

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Solved
shaskey on February 10, 2022
Transform Quotes tool into a contract/e-sign tool
We're a Saas company (ticketing) that charge fees on each transaction, and therefore don't have specific "line items" that we charge for. Is there any way we can remove line items from a quote? This basically turns the quote tool into a service agre read more
Reply Discussion Sales
2 upvotes
2 Replies
shaskey
Participant
February 28, 2022
Thanks @karstenkoehler , We just found a solution/workaround for this. Hubspot has recently rolled out quote templates. While you still need to...read more
Solved
shaskey on February 10, 2022
Transform Quotes tool into a contract/e-sign tool
We're a Saas company (ticketing) that charge fees on each transaction, and therefore don't have specific "line items" that we charge for. Is there any way we can remove line items from a quote? This basically turns the quote tool into a service agre read more
Reply Discussion Sales
2 upvotes
2 Replies
shaskey
Participant
February 28, 2022
Thanks @karstenkoehler , We just found a solution/workaround for this. Hubspot has recently rolled out quote templates. While you still need to...read more
Solved
ClaytonHM on July 07, 2020
Creating a standardised internal form
Hi there, New to Hubspot - looking for a way to create a form which our sales/account managers can complete to capture key information about customers. For basic example, after a sale, we may perform an "integration" call where we need to capture t read more
Reply Discussion How To
11 upvotes
9 Replies
shaskey
Participant
September 27, 2021
Hey Clayton, Our organization does this. We've created custom contact data properties that are added to a form that we've embedded into a Hubspo...read more
ZaneMc on February 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 read more
Reply Idea Products & Quotes
59 upvotes
21 Replies
shaskey
Participant
August 03, 2021
I support this! It would be super helpful for our sales team, even if just a few tweaks were made to the quoting tool so we could hide products and s...read more
dailiuswilson on February 10, 2020
Variables in Links/URLs in Sales Sequences & Templates
Unlike other sales engagement/sales automation platforms - CRM variables cannot be placed into URLs or links - preventing marketers/sellers from creating personalized experiences for their prospects. In the marketing hub this can be achieved thr read more
Reply Idea Sales Email Extensions & Add-Ins
11 upvotes
4 Replies
shaskey
Participant
March 11, 2020
I too support this and would love to see it.
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