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dave-ops
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Member since ‎Aug 19, 2020
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  • Upvotes Given
    22
  • Upvotes Received
    47
  • Ideas
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Dave Glen

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Activity

Jwl4692 on August 13, 2019
Add the ability to add a the start date and end date on every quote that can be generated from a deal. It would be great to see both start and end date as a default on every quote.
25 upvotes
17 Replies
Member
February 12, 2021
Yes! a subscription start date and subscription end date on quotes would be VERY helpful. We currently use custom properties and then add them as tok...read more
Whitend75 on September 05, 2019
We love the new Quote Approval function, but would like to be able to have more than a single approver. There are several reasons why: 1) If the approver is out for an extended time, it would be important for them to easily be able to delegate read more
155 upvotes
48 Replies
Member
February 10, 2021
Adding to this idea, it would also be great if the Approver didn't require a sales enterprise license to approve. Use Case: our Finance team currentl...read more
Ina on November 17, 2020
Our marketing team would like to have the Playbook option. It would be great to have Playbooks available at least for viewing at the company level, not only for Sales Enterprise users. Yes, to create and edit/publish it could remain at the Enterpris read more
12 upvotes
3 Replies
Member
January 19, 2021
Yes! We also have the need for non-sales people to view playbook answers. Use Case: We created a Sales-to-Onboarding Handoff playbook. It includes a...read more
cfleishman on August 31, 2017
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more
1586 upvotes
488 Replies
Member
January 05, 2021
Use Case: We want to make sure notes that were in prior deals with a prospect or client (that didn’t come to fruition but now are back on the table)...read more
plau on September 12, 2019
At the moment Date-picker type properties are not supported by Playbooks. One use case for updating date properties via Playbooks is if we want to update information like the next meeting date we want to arrange with the contact, their preferred app read more
50 upvotes
24 Replies
Member
December 09, 2020
We also have a need for this. Use Case: We have multiple playbooks that utilize dates such as Requested Go Live Date, Subscription Start Date, Subscr...read more
DevinRZC_DM on December 18, 2019
I tried looking for other submissions like this but didn't find one... We need the ability to move questions/fields around inside playbooks we're building. Ex. We'd like to move the 1st question in a playbook to the end of the playbook read more
165 upvotes
42 Replies
Member
December 09, 2020
Agreed. so much wasted time re-creating just to change the order.
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