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lfrancis1
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Membre depuis ‎août 3, 2020
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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.

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ReneeWoolcott le Août 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
Répondre Idée Products and Quotes
34 Mentions J'aime
12 Réponses
lfrancis1
Participant
Août 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...Lire la suite
Carlin le Septembre 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- Lire la suite
Répondre Idée Sales Documents
115 Mentions J'aime
26 Réponses
lfrancis1
Participant
Juin 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 ...Lire la suite
mrprice le Août 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.
Répondre Idée Contacts & Companies Deals
28 Mentions J'aime
8 Réponses
lfrancis1
Participant
Mai 24, 2021
Yes please. The abality to add a quick note in while calling through deals would be great!
annemarien le Octobre 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 Lire la suite
Répondre Idée Contacts & Companies
12 Mentions J'aime
6 Réponses
lfrancis1
Participant
Mai 24, 2021
This would be really helpful!!!!
Chad le Juin 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 Lire la suite
Répondre Idée Account Settings Integrations
16 Mentions J'aime
35 Réponses
lfrancis1
Participant
Décembre 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 le Août 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 Lire la suite
Répondre Idée Conversations
6 Mentions J'aime
2 Réponses
lfrancis1
Participant
Octobre 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 ...Lire la suite
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