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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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Activity

rwullkotte on August 06, 2019
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
64 upvotes
37 Replies
Member
April 25, 2022 05:25
DSpringstroh ‎Dec 6, 2021 2:22 PM I found a solution for this.... You can search by quote number if you go to Sales Ta...read more
CCIlumia on June 12, 2018
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
842 upvotes
426 Replies
Member
April 28, 2022 06:19
Perfect, that great!
Solved
Yowza on February 07, 2019
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
4 upvotes
16 Replies
Contributor
August 25, 2021 05:34
Is there any solution available to transform all lowercase names to sentence case? The app created by @Sam_Alford works for upper to sentence c...read 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
431 upvotes
171 Replies
Member
May 09, 2022 11:24
This is really needed! Our team needs to constantly fix deals as many of our team members forget to associate companies or contacts. This totally af...read more
Solved
ScottAHWilliams on September 20, 2019
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
1 upvote
10 Replies
Member
March 31, 2021 13:44
Hi, Is there an example on the step-by-step to do so? Thanks, Melanie
PaulDamen on April 09, 2020
Dear all, I was wondering if it is possible to create optional lines in quotes? Just to clarify, if we send a customer a quote, he or she gets the basics of what we discussed with pricing. But we also want them to allow to check add ons availabl read more
5 upvotes
1 Reply
Contributor
April 13, 2020 15:27
Hey Paul, check this thread and maybe re comment your idea if you could. Thanks! I agree with you on that idea. https://community.hubspot.c...read more
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