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2875292
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Member since ‎Jun 22, 2017
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2875292
Participant
November 27, 2020
Reply to Customize Quote template/appearance
Hi Peter, We definitely need to do the same when the time comes, so we're interested to see what our friends @hubspot have to say about deactiv...read more
2875292
Participant
October 30, 2020
Reply to Customize Quote template/appearance
The customisable Quote template needs to work in the drag and drop design manager editor. We have both Sales Pro and Marketing and Hubspot CMS but ha...read more
2875292
Participant
September 25, 2020
Reply to Deals sold in stages over time
Hi Sebastian, You know what, you're absolutely right. I think that using workflows like this could work. If it does it's genius 🙂 I'm sorr...read more
2875292
Participant
September 24, 2020
Reply to Deals sold in stages over time
Hi Sebastian, Many thanks for your reply. Unfortunately, neither of the approaches suggested work. We have set up 9 Deal Stages (from Unqualified...read more
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2875292 on September 24, 2020
Deals sold in stages over time
We are a design / architectural practice. We have projects (Deals) that are delivered in stages. Let's assume there are 3 stages of design work to a Deal. Right now we are having to create a separate Deal for each stage, which is causing an admin bu read more
Reply Discussion Deals
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2875292
Participant
February 06, 2020
Reply to Customize Quote template/appearance
Being able to customise the Quote template to match our CI and have un-numbered Estimates that can then be converted to numbered Quotes is an absolut...read more
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