amandaulm

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Amanda Ulm

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amandaulm on July 13, 2021

Unable to use new signature and download modules

In preparation for the change from proposals to quote templates on July 12, we rebuilt our custom proposal objects in a clone of cms-quotes-theme. Our main template is based on Minimal, with a number of changes. I have not been able to get eithe read more

Reply Discussion CMS

1 upvote

4 Replies

amandaulm

Contributor

July 21, 2021

@ethankopit Thanks for your attention on this - oddly, I only just received the email notifications today, of your replies and @mangelet 's reply...read more

amandaulm on July 13, 2021

Unable to use new signature and download modules

Reply Discussion CMS

1 upvote

4 Replies

amandaulm

Contributor

July 21, 2021

@ethankopit Thanks for your attention on this - oddly, I only just received the email notifications today, of your replies and @mangelet 's reply...read more

Solved

MJarvis on June 04, 2021

Hubspot NPS and CSAT surveys are occassionally returning incorrect responses

This is a strange issue. We've had half a dozen customers submit a negative score (detractor) in response to our NPS survey, as well as 'Unhappy' faces for our CSAT survey. However, these are not the responses the customers themselves submitted. We read more

Reply Discussion Feedback Surveys

3 upvotes

6 Replies

amandaulm

Contributor

July 09, 2021

I very much appreciate this post, and the update/answer. I believe this is happening to my company as well, and it at least explains why it's happeni...read more

Solved

TomTG on May 26, 2021

eSign module not working in quote template

We are currently implementing a quote template into our workflow. The template shows up in the dropdown menu and works well apart from the esign button. This has been added as a module to the template but when selected under the signature options it read more

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0 upvote

3 Replies

amandaulm

Contributor

May 27, 2021

Thanks @dennisedson Hi @TomTG This isn't something I've specifically done, so I've just compared your code with the default e-sign section in...read more

StoneCurators on May 18, 2021

Format Product List

Can any help me with how to edit the Quote theme product list HTML so that the prodict description displays under the product name as in the template below (no one at HS support seams to be able to find the code for this template). Thank you in adv read more

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0 upvote

3 Replies

amandaulm

Contributor

May 18, 2021

Thanks @dennisedson Hi @StoneCurators - I tried doing a console log to see those properties, and it looks like {{ item.description }} should...read more

amandaulm on May 11, 2021

The Deal 'filter activity' choices save from Deal to Deal, but the Users and Teams choices do not

The fact that the Users and Teams dropdown filters in the Deal Activity feed do not save preferences from Deal to Deal is causing us a major pain point. Choices made under 'Filter activity' do stay selected/unselected, but if I make any choices for read more

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