ProsperoChris

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Member | Diamond Partner

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Chris Craven

I am the Head of HubSpot On-Boarding & Training here at ProsperoHub, A Diamond HubSpot Solutions Partner Agency and one of only 2 Official HubSpot On-boarding Partners in the UK & EMEA, we offer a range of services to our clients from Strategy; Sales & Marketing Support to right through to HubSpot Consultancy, Optimisation and Implementation

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CCIlumia on June 12, 2018

Customize Quote template/appearance

Hi! Could be awesome if we can configurate the proposal / quote template. Thanks

Reply Idea Products & Quotes

882 upvotes

433 Replies

ProsperoChris

Member | Diamond Partner

April 27, 2022

The short answer is Yes you can. Just create your Hourly Work Rate as a Product within HubSpot. Then when you create the quote select the product and ...read more

Daniellj06 on September 25, 2018

Set and measure calls against targets/goals

I have a telesales team that has a target number of calls that they should be making daily, weekly and monthly. It would be nice to have the functionality to measure the number of calls made against the target set. In the same respect, The you shou read more

Reply Idea Calling

10 upvotes

7 Replies

ProsperoChris

Member | Diamond Partner

December 02, 2021

Hi there, I do not believe that this solution has been delivered in a way that fulfills the original request. Yes, you can set a Goal fo...read more

PSwift on November 30, 2021

Mandatory fields by Pipeline

Hi, Each of my 4 pipeline's has different deal informaiton requirements so I'd like set different madatory fields for a deal in each pipeline. IE, direct pipeline deals don't need to tell anyone who the introducer is. Introducuer pipeiline read more

Reply Idea Deals

6 upvotes

2 Replies

ProsperoChris

Member | Diamond Partner

December 02, 2021

Hi PSwift, Please correct me if I am wrong but I believe this is already possible, if you have multiple Pipelines then you can set the Mandator...read more

CCIlumia on June 12, 2018

Customize Quote template/appearance

Hi! Could be awesome if we can configurate the proposal / quote template. Thanks

Reply Idea Products & Quotes

882 upvotes

433 Replies

ProsperoChris

Member | Diamond Partner

April 27, 2022

The short answer is Yes you can. Just create your Hourly Work Rate as a Product within HubSpot. Then when you create the quote select the product and ...read more

AWfromS2 on December 03, 2020

Associate Tickets to Custom Object Records

We need to be able to associate service hub tickets to custom object records within HubSpot. It would be great to have the associations work exactly the way that contacts and tickets are currently associated, including a "tickets" section in the rig read more

Reply Idea Custom Objects

16 upvotes

7 Replies

ProsperoChris

Member | Diamond Partner

December 09, 2020

Hi there, I believe that the association you are referring to is already available, you would just need to modify the schema for your Custom Obje...read more

jmoss on November 12, 2019

Using workflows to autocreate quotes

I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.

Reply Idea Products & Quotes

374 upvotes

121 Replies

ProsperoChris

Member | Diamond Partner

November 03, 2020

@ethankopit As i mentioned in my original suggestion, I see this automation being provided via a workflow therefore automating the creation of the ...read more

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