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Manoj Dadlani

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Rangrachel on June 03, 2021
Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be read more
130 upvotes
62 Replies
Member
December 20, 2023
Agree - we really need this!
Amy_Brierley on May 13, 2022
I would love to give sales managers access to create templates for their team, however i don't want to give them super admin permissions for our whole account! Please amend the permissions functionality to allow this.
Member
October 10, 2022
Totally agree...why would you give super admin permissions for these kind of needs?
MSJ-15 on April 20, 2021
We have specific use cases where conversations/tickets are assigned to specific members on the team based on the region where the contact is located. We are able to successfully reassign tickets based on contact/company properties BUT are read more
150 upvotes
45 Replies
Member
August 31, 2022
Yes, totally agree. We need this. Automation is a key reason we use hubspot, but if we have to go manual on key steps, it starts to lose value
Rangrachel on June 03, 2021
Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be read more
130 upvotes
62 Replies
Member
December 20, 2023
Agree - we really need this!
shiling on March 06, 2019
Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. read more
221 upvotes
104 Replies
Member
May 10, 2021
Need this urgently
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