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
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
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
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
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
Being able to adjust the column width in the deals board view will help allow us to see what we want to see based on each deal stage, much like how you can customize in companies the size of each property. A full screen mode for the deals board that read more