Profile

MDCID
Member
Member since ‎Jun 8, 2020
Message
  • solutions
    0
  • Replies
    0
  • Upvotes Given
    2
  • Upvotes Received
    0
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Manoj Dadlani

This user hasn't created a bio yet. Edit your own profile here!

Activity

Rangrachel on June 03, 2021
Associate existing quote to a different deal
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
Reply Idea Products and Quotes
163 upvotes
77 Replies
MDCID
Member
December 20, 2023
Agree - we really need this!
Amy_Brierley on May 13, 2022
Account Access - Create and edit customized quote templates
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.
Reply Idea Users & Teams & Permissions
71 upvotes
24 Replies
MDCID
Member
October 10, 2022
Totally agree...why would you give super admin permissions for these kind of needs?
MSJ-15 on April 20, 2021
Assign Conversation Owners within Workflow
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
Reply Idea Conversations Workflows
150 upvotes
45 Replies
MDCID
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
Associate existing quote to a different deal
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
Reply Idea Products and Quotes
163 upvotes
77 Replies
MDCID
Member
December 20, 2023
Agree - we really need this!
shiling on March 06, 2019
Configure quote number format
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
Reply Idea Deals
248 upvotes
113 Replies
MDCID
Member
May 10, 2021
Need this urgently
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.