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iraakers
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Membre depuis ‎août 13, 2020
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Ira Akers

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Kevin84 le Août 08, 2019
Duplicating a Sales Pipeline
We have courses that run every month and we have a pipeline for each month, we have to create these all manually and they are always the same with only a tweak in the date, I have searched Google and everything says that this feature is required but Lire la suite
Répondre Idée Deals
99 Mentions J'aime
22 Réponses
iraakers
Participant
Août 18, 2023
This would save so much time! Please consider
LFenton2 le Février 10, 2023
Quote E-Signature Issues
Hi, Is anyone able to help me please? Our customers cannot sign the quote out of HubSpot. We send the customer a copy of the link to their quote in their email response, the customer can click on the link and it takes them to their quote document, Lire la suite
Répondre Discussion Enterprise
13 Mentions J'aime
16 Réponses
iraakers
Participant
Juillet 05, 2023
We have the same issue and have dubbed it the DOOM LOOP. This must get fixed as it should be the easiest part of closing a deal. When this happens, i...Lire la suite
romi le Avril 23, 2019
Auto email Countersigners for Quotes
When an internal countersigner is added to a quote, send them an automated email notifying them that there is a quote that needs to be signed with a link to the quote. Currently, the person creating the quote has to remember to also email any in Lire la suite
Répondre Idée Products & Quotes
38 Mentions J'aime
14 Réponses
iraakers
Participant
Septembre 11, 2020
Pandadocs has been our go-to for this. This should have been built into quotes from the beginning? The problem I found with quotes is the number of s...Lire la suite
nc_3manfactory le Novembre 27, 2019
Add rich media like images to snippets
The snippets feature for quickly adding often used phrases and short-form copy within emails would really benefit from supporting rich media like images. This would mean regularly used screenshots, diagrams, or graphics could be added with accompany Lire la suite
Répondre Idée Snippets & Templates
153 Mentions J'aime
59 Réponses
iraakers
Participant
Août 26, 2020
This needs to happen. I use Textexpander and will continue to use it as it offers this functionality. Seems like a simple addition so hopefully it ca...Lire la suite
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