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Dannii2
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jules-deskeo en Agosto 20, 2020
Quotes : Remove limitations for eSignature
Hubspot built an amazing tool that allows sales rep to send quote that customers can accept by eSignature. It works perfectly fine, but it's limited to 10 (Pro) or 30 (Enterprise) signatures / month / user!30 eSignatures is clearly not enough for us Leer más
Responder Idea Products and Quotes
33 Me gusta
12 Respuestas
Dannii2
Participante
Agosto 24, 2020
Couldn't agree more! I am the main one who does quotes in the company and even with 30 e-signatures we would need more. It changes the customer exper...Leer más
HannahPattison en Julio 02, 2020
Automated copy of contract to customer
We need to be able to send a copy of a signed quote to the client upon signature for their records. This is a best practice (when you sign a contract you should always receive a copy) and should not be an Enterprise only feature. Can this automatio Leer más
Responder Idea Products and Quotes
3 Me gusta
1 Respuestas
Dannii2
Participante
Agosto 17, 2020
Agreed, it should just be a standard thing that the signed quote is automatically sent to the customer so that they have one for their records.
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Dannii2 en Junio 16, 2020
Number of deals that entered set stages
Hi all, I am wanting to create a report that shows how many deals entered set stages in our pipeline and when. So for example we have 5 stages that are for new business depending on whether they come from our website, a phone call or current bus Leer más
Responder Conversación
0 Me gusta
4 Respuestas
Dannii2
Participante
Junio 16, 2020
Okay, great thank you for your help! Have a great day!
Resuelta
Dannii2 en Junio 16, 2020
Number of deals that entered set stages
Hi all, I am wanting to create a report that shows how many deals entered set stages in our pipeline and when. So for example we have 5 stages that are for new business depending on whether they come from our website, a phone call or current bus Leer más
Responder Conversación
0 Me gusta
4 Respuestas
Dannii2
Participante
Junio 16, 2020
Okay, great thank you for your help! Have a great day!
Resuelta
Dannii2 en Junio 16, 2020
Number of deals that entered set stages
Hi all, I am wanting to create a report that shows how many deals entered set stages in our pipeline and when. So for example we have 5 stages that are for new business depending on whether they come from our website, a phone call or current bus Leer más
Responder Conversación
0 Me gusta
4 Respuestas
Dannii2
Participante
Junio 16, 2020
Okay, great thank you for your help! Have a great day!
Spencer en Julio 21, 2017
Additional workflow capability - unenroll upon email response
Add the ability to remove a contact from a workflow if contact responds to an email. 1. Important when a contact response might warrant a different email subject or removal entirely. 2. It is much like sequences with the added abilit Leer más
Responder Idea Workflows
206 Me gusta
63 Respuestas
Dannii2
Participante
Junio 02, 2020
This would be really helpful as it means we can focus on the relationships we have already created with clients without them getting irrelevant conte...Leer más
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