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mfoldager
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mfoldager on Mai 04, 2023
Load Balancing in Workflows
We should be able to apply load balancing logic in Workflows, e.g. set up an action allowing only x number of actions to continue every y seconds/minutes/hours/days. This is necessary even when working with HubSpot's own API to ensure no Beitrag ansehen
Antworten Idee APIs Workflows
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0 Antwort
mfoldager on Februar 27, 2023
An overview of workflows using specific Secrets
We recently had to clean up all our workflows using our API key. The API key was always stored in a Secret, but there was no easy way to see which workflows use a certain Secret. My suggestion; in the Secrets overview, include an option to see w Beitrag ansehen
Antworten Idee Workflows
1 Likes
0 Antwort
MEkarna on August 22, 2022
Hide payment option from Quote templets
I would like the possability to hide Payment from Quota templet since we don't handel payment this way. Right now it is up to the user to remove this when they create a quote for a client and this is not perfect I think.
Antworten Idee Payments
16 Likes
8 Antworten
mfoldager
Mitglied
Dezember 07, 2022
Very much agree. Our billing structure is too complex to be supported in HubSpot, and it confuses our reps.
mfoldager on November 30, 2022
Add permission granularity to prevent users from editing line items on both deal and quote
We use workflows and automation to set the line items for deals and carry them over to quotes without our reps having to modify them. We would like to be able to lock down the line items, so they are not able to modify them at all themselves.
Antworten Idee Products and Quotes
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0 Antwort
mfoldager on November 18, 2022
Stop showing admin-relevant notices to non-admins
On a recurring basis, our users are flashed with a huge yellow or red bar that takes up ~10-20% of the HubSpot interface on desktop, and sometimes almost the entire screen on mobile - and we are yet to see one that is relevant for them. Most rec Beitrag ansehen
Antworten Idee User Notifications
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0 Antwort
mfoldager on November 15, 2022
Add support for reviewing quotes from the mobile app
Many of our leaders that would normally approve quotes are often in situations where they can quickly review a quote on the phone, but won't be able to review it on a computer for a while. It would be ideal if they could review and approve quote Beitrag ansehen
Antworten Idee Mobile Applications
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