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LaineenPasi
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Member since ‎Dec 2, 2019
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Pasi Laine

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SCreurer on April 23, 2021
Forecasting & goal setting from multiple pipelines
In Sales Hub currently one can only set up goals and forecast on one pipeline As I monitor individual performance from my account exec, I would like to be able to combine several pipelines into forecasting and goals; so that my report and I can ha read more
Reply Idea Sales Reporting
29 upvotes
16 Replies
LaineenPasi
Member
July 03, 2023
Any update on this? I know Forecasting & Goals are rather new functionalities, but given the resources you have to develop your software, one wou...read more
Cococool on January 21, 2020
VAT gets lost for recurring payments
Hello, The % Tax system works fine, we understood how to link Hubspot et Stripe for recurring payments quotes. However on a recurring quote, the VAT line gets lost because it is not comprised in the "Recurring sub-total", hence bad bad issues wh read more
Reply Idea Products & Quotes
26 upvotes
12 Replies
LaineenPasi
Member
October 22, 2021
This is a really crucial feature for us as well. Please put your best foot forward for this one! Thanks!
jmoss on November 12, 2019
Using workflows to autocreate quotes
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
Reply Idea Products & Quotes
313 upvotes
109 Replies
LaineenPasi
Member
August 12, 2021
We would be anxious to get this also! It should be actually quite logical also at least in our case. We can test when you have this. 🙂
LaineenPasi on June 25, 2020
User permissions with Enterprise
We have one case where the customer has a "marketplace" operated by a coalition of 7 different companies. The customer (marketing) database should be visible to the central organization managing the marketplace, but the sales process should be divid read more
Reply Discussion Companies
0 upvote
1 Reply
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