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A_Jen
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Member since ‎Dec 6, 2019
  • solutions
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  • Replies
    2
  • Upvotes Given
    22
  • Upvotes Received
    3
  • Ideas
    3

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Andrew Jensen

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Activity

MJZook on December 30, 2019
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
117 upvotes
24 Replies
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
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
93 upvotes
35 Replies
Participant
November 22, 2022
Make this happen. So annoying.
kelliego11 on February 22, 2019
The newest update requires an expiration date for a quote. Please leave this as optional.
31 upvotes
13 Replies
Participant
November 22, 2022
Makes this happen.
FinallyMatt on July 02, 2020
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
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
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.
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
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!
45 upvotes
37 Replies
Participant
October 03, 2022
How do we get more people to upvote this haha
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