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Manoj Dadlani

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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
132 upvotes
64 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
68 upvotes
23 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
132 upvotes
64 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
221 upvotes
104 Replies
MDCID
Member
May 10, 2021
Need this urgently
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