Profile

bradytraeder
Contributor
Member since ‎Oct 23, 2019
Message
  • solutions
    0
  • Replies
    8
  • Upvotes Given
    52
  • Upvotes Received
    54
  • Ideas
    1

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Brady Traeder

This user hasn't created a bio yet. Edit your own profile here!

Activity

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
555 upvotes
230 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
83 upvotes
41 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
883 upvotes
434 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
6 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
555 upvotes
230 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
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.