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bradytraeder
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Member since ‎Oct 23, 2019
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  • Upvotes Given
    51
  • Upvotes Received
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Brady Traeder

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GLR on December 13, 2017
Company and contact info mandatory to create a DEAL
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
Reply Idea Contacts & Companies Deals
542 upvotes
229 Replies
bradytraeder
Contributor
November 11, 2022
Thank you Rachel!
rwullkotte on August 06, 2019
Search Deals via Quote Number
My company receives purchase orders for the vast majority of the work that we do. These PO's often will simply reference the quote number and dollar amount. As we have moved towards generating quotes via Hubspot, I have found that you have no cont read more
Reply Idea Deals
75 upvotes
39 Replies
bradytraeder
Contributor
May 19, 2021
I believe they enabled the quote ref. number to be searched in the deals section. -- Brady Traeder
CCIlumia on June 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Reply Idea Products & Quotes
866 upvotes
432 Replies
bradytraeder
Contributor
August 12, 2020
We would like to try the beta also. Thank you. HUB ID 6565085
Solved
Yowza on February 07, 2019
Text-Transform hack for all caps to proper case
Personalzing an auto-response email to form submissions and trying to correct for improper casing on submitter data. Using text-transform options I can obviously switch to all CAPS, all lower, or force a Capital first letter. Using Capitalize I ca read more
Reply Discussion
4 upvotes
22 Replies
bradytraeder
Contributor
April 13, 2020
Sam did you complete the ability to add this to exsiting database items?
GLR on December 13, 2017
Company and contact info mandatory to create a DEAL
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
Reply Idea Contacts & Companies Deals
542 upvotes
229 Replies
bradytraeder
Contributor
November 11, 2022
Thank you Rachel!
Solved
ScottAHWilliams on September 20, 2019
Let contacts update their contact details (f
Dear Hubspotter, My CRM system (free version) has 130+ contacts with contact details such as phone number and current employer. Is there a way how our contacts can update their contact details by themselves? I am a Hubspot noob, hence it would be read more
Reply Discussion Contacts
2 upvotes
11 Replies
bradytraeder
Contributor
April 13, 2020
I would also appreciate more details and step by step instructions to complete this idea. thanks in advance
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