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Dannii2
Participant
Membre depuis ‎juin 2, 2020
  • Solutions
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  • Réponses
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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Activité

jules-deskeo le Août 20, 2020
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 Lire la suite
33 Mentions J'aime
12 Réponses
Participant
Août 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...Lire la suite
HannahPattison le Juillet 02, 2020
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 Lire la suite
3 Mentions J'aime
1 Réponse
Participant
Août 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.
Résolues
Dannii2 le Juin 16, 2020
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 Lire la suite
0 Mention J'aime
4 Réponses
Participant
Juin 16, 2020
Okay, great thank you for your help! Have a great day!
Résolues
Dannii2 le Juin 16, 2020
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 Lire la suite
0 Mention J'aime
4 Réponses
Participant
Juin 16, 2020
Okay, great thank you for your help! Have a great day!
Résolues
Dannii2 le Juin 16, 2020
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 Lire la suite
0 Mention J'aime
4 Réponses
Participant
Juin 16, 2020
Okay, great thank you for your help! Have a great day!
Spencer le Juillet 21, 2017
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 Lire la suite
206 Mentions J'aime
63 Réponses
Participant
Juin 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...Lire la suite
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