Member since ‎Mar 26, 2020
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Jordan Batty

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brunomaion on May 10, 2019
We generate quotes usisng HubSpot quoting tool, included in Professional version of the software. Unfortunatly this information cannot be accessed afterwards, we can only gereta e file with all the quotes ever sent in PDF format, that is not usefull read more
14 Replies
May 10, 2022 08:07
It would be very helpful to have a full export (csv. xlsx) of all the products that are in our quotes. Please work on it !
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 | Diamond Partner
February 25, 2022 04:38
Hi, There is a workaround with programmable automation in workflows. You can update the Deal Amount based on the associate quote Total Value. It more
abrow on December 15, 2020
We would like to build reports that show the total dollar discount taken for a product. Currently, w hen I build a report, I see fields for 'Discount Percentage' and 'Unit Discount'. However, neither of these fields tell me the total dollar discount read more
1 Reply
January 21, 2022 11:10
I agree! If we could use the discounts in reports, we could monitor this much easier!
MKatz on January 14, 2022
Would be great if you could save your pipeline view to what you want it to be. This would benefit sales managers in so many ways! Currently I only want to see this years deals - however every time I go to view the pipeline, I have to change the read more
1 Reply
January 21, 2022 10:50
I agree with this! On both the deal and the ticket pipeline (not list) views, you can save a view but you have to select it and wait for it to load more
adodge on March 10, 2020
Who: Salesreps Goal: Efficiently and quickly add documents from the CRM to a 1:1 email. The ability to filter by favorites would be an added bonus.
2 Replies
April 08, 2022 08:29
I agree, this would be so useful for my sales team.
JB-AMTech on July 01, 2021
We have stretch targets for our monthly targets. We're currently using revenue goals for example (fake figures of course!): Target is £100 (revenue goal) but the stretch targets are £110 and £125 for the same month. This would be really hel read more
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