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lfrancis1
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Member since ‎Aug 3, 2020
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  • Upvotes Given
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Liam Francis

Leading a small team supporting businesses that invest in technology to enable growth and evolution. I'm only bored if we're not making or doing things better; IMATIK are a new breed of technology partner.

Activity

ReneeWoolcott on August 18, 2021
Search line items in all quotes and deals
We would love the functionality to be able to do a search for a particular product in our library, and search the line items on the quotes or deals to surface which quotes/deals have that product included in them
Reply Idea Products and Quotes
22 upvotes
7 Replies
lfrancis1
Participant
August 12, 2022
Would love to see this in the Dev queue. We have thousands of different products, to be able to identify the contacts / customers who have been q...read more
Carlin on September 25, 2020
Quote options for customers to select and agree to
I'm a big fan of the quote function taht allows the customer to digitally sign agree to the quote sent, however many of our products have 'optional extras' that a client might wish to purchase. It woudl be great if there was a way to include a tick- read more
Reply Idea Sales Documents
49 upvotes
14 Replies
lfrancis1
Participant
June 13, 2021
Hi HubSpot Team, Would be great to have multiple options in one quote. Currently, we are having to create multiple quotes, for our customers ...read more
mrprice on August 24, 2020
Pinned Notes in Preview (Right) Sidebar
It would be great if we could configure the ability to display pinned Notes to show up in the Preview (right) sidebar.
Reply Idea Contacts & Companies Deals
23 upvotes
6 Replies
lfrancis1
Participant
May 24, 2021
Yes please. The abality to add a quick note in while calling through deals would be great!
annemarien on October 12, 2020
Ability to add notes via the Preview panel
Our workflow means we are frequently adding notes to records at the same time as updating key properties. For key properties we have them showing in the Preview panel, but then are having to open each individual record up to add a note, slowing down read more
Reply Idea Contacts & Companies
9 upvotes
4 Replies
lfrancis1
Participant
May 24, 2021
This would be really helpful!!!!
Chad on June 26, 2017
SAML authentication
Please add support for SAML authentication. Currently your account security seems to be subpar compared to the rest of the industry. From what I can tell there's no two-factor support, no ability to set minimum password requirements nor support to j read more
Reply Idea Account Settings Integrations
16 upvotes
33 Replies
lfrancis1
Participant
December 06, 2020
Whould be good to see SSO and SAML incliuded across all packages. In 2020 this is a basic security feature that all SaaS providers should offer.
SamanthaA on August 14, 2020
Notifications when conversation has not been actioned by assigned user in period of time
While there are some conversations notifications options and workflow options based on conversations, right now there is no way to set up a notification that sends to the owner of a conversation when it has not been actioned within a certain period read more
Reply Idea Conversations
4 upvotes
1 Reply
lfrancis1
Participant
October 10, 2020
Great idea. Would love to see this feature. Our sales team marks a deal as closed - this automatically sends a task to our orders team but sometimes ...read more
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