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Jonny_Rocket
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Member since ‎Aug 28, 2020
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AForrester on January 11, 2021
Can you use Docusign to sign Quotes created in Hubspot?
I have integrated Docusign into my Hubspot - is there a way for the quote that I can create in Hubspot to go to Docusign? Since I only get 10 free e-signatures with quotes I need an alternative solutions.
Reply Discussion Sales
7 upvotes
7 Replies
Jonny_Rocket
Participant
February 22, 2023
Not really a useful integration beyond basic templates. The whole point of using a CRM is to produce and record unique documents against each custome...read more
Steph2304 on September 09, 2019
Filtering out internal events/meetings
Hi, I have just learnt that meetings are 100% synchronized with Google Calendar, without the ability to filter out the internal ones or correct the activity manually afterwards. From my perspective, this pretty much makes the "Meeting" goal read more
Reply Idea Meetings
43 upvotes
21 Replies
Jonny_Rocket
Participant
March 14, 2022
How can email filtering be obvious, but not internal meeting filtering. Agree with OP but need the meeting KPI to be correct. It is not an option to ...read more
AForrester on January 11, 2021
Can you use Docusign to sign Quotes created in Hubspot?
I have integrated Docusign into my Hubspot - is there a way for the quote that I can create in Hubspot to go to Docusign? Since I only get 10 free e-signatures with quotes I need an alternative solutions.
Reply Discussion Sales
7 upvotes
7 Replies
Jonny_Rocket
Participant
February 22, 2023
Not really a useful integration beyond basic templates. The whole point of using a CRM is to produce and record unique documents against each custome...read more
eisenbri on February 11, 2020
Percentage in a Property
Within deals we have to be able to put percents into property fields that read as percents to avoid confusion. For example, when working with partners, they get paid different percentages and this is used to calculate their commission and then final read more
Reply Idea Deals
142 upvotes
36 Replies
Jonny_Rocket
Participant
September 04, 2020
An absolute must for a sales and amrketing manmagem,ent platform: %age win, %age risk, %margin %progress... etc....
KeeganSmith87 on April 23, 2020
Reporting feature should offer percentages
We're struggling with the inability for reporting to display percentages versus JUST numbers. For instance, in this example: If you have the TOTAL number of the stacked bar and the sub numbers broken out already, to also have the abi read more
Reply Idea Marketing Reporting Sales Reporting
231 upvotes
66 Replies
Jonny_Rocket
Participant
September 04, 2020
This should be obvious for a Sales and Marketing platfomr!!!
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