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A_Jen
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Member since ‎Dec 6, 2019
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  • Upvotes Given
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  • Upvotes Received
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Andrew Jensen

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Activity

MJZook on December 30, 2019
Duplicate Deals/Link Deals
I would like to bring up the idea to link deals or duplicate from one pipeline to another pipeline to trigger the workflow in the other pipeline. All notes, tasks, contacts, etc are duplicated into the other pipeline. Example: A deal that is in read more
Reply Idea Deals Workflows
97 upvotes
23 Replies
A_Jen
Participant
February 13, 2023
Don't need to say much more other than this feature needs to be added. This is such a basic feature that would do a world of good saving hubspot user...read more
Arne on June 17, 2019
Keep quotes accessible after expiration
It’s a nightmare that quotes are no longer accessible for the customer nor possible to just reactivate them as a seller. It would be OK to have customers access it but as „expired“. For sales, recreating a quote just because a customer orders a few read more
Reply Idea Products & Quotes
68 upvotes
32 Replies
A_Jen
Participant
November 22, 2022
Make this happen. So annoying.
kelliego11 on February 22, 2019
Remove QUOTE expiration or leave it optional
The newest update requires an expiration date for a quote. Please leave this as optional.
Reply Idea Deals
28 upvotes
12 Replies
A_Jen
Participant
November 22, 2022
Makes this happen.
FinallyMatt on July 02, 2020
Option for Deal value to sync with discounted Quote values
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should! The trouble is, right now it doesn't. Custom read more
Reply Idea Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
95 upvotes
32 Replies
A_Jen
Participant
October 05, 2022
Agree. This is a ridiculous oversight for a well thought out quoting system. I came up with a workaround that works pretty well based on my current t...read more
A_Jen on October 03, 2022
Quotes that are set to 'won', or get paid by cc should not expire.
Right now every quote expires and it doesn't look like you can set the quote to not expire. We need to have a setting that allows us to keep quotes active assuming the deal has been set to 'won' or got paid through cc.
Reply Idea Deals Payments Professional
0 upvote
1 Reply
A_Jen
Participant
October 03, 2022
Also, it would be cool if a quote that gets paid can turn into a paid invoice.
JennPape on January 26, 2018
Customize the suggested follow up task due dates or add more options
I'd like to be able to schedule a follow up task for 3 or 6 months (and ideally have it land on the closest business day). Can you add these intervals as options as well? Thanks!
Reply Idea Tasks
41 upvotes
36 Replies
A_Jen
Participant
October 03, 2022
How do we get more people to upvote this haha
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