ReneeWoolcott

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solutions
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Replies
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Upvotes Given
9
Upvotes Received
42
Ideas
2

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Renee Woolcott

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ReneeWoolcott

Participant

March 13, 2022

Reply to Keep quotes accessible after expiration

We 100% agree that it's important to be able to view a quote once it's expired. Our sales team need to be able to refer back to these.

ReneeWoolcott

Participant

December 05, 2021

Reply to Filtering in Conversation Inbox

We would also love the ability to assign priority to certain companies / contacts so that when they come into the inbox we can measure their service ...read more

ReneeWoolcott

Participant

September 20, 2021

Reply to Sync project tasks with general tasks module

Yes please, there needs to be the ability to consolidate ALL tasks within HubSpot - Contacts / Deals / Tickets - Projects - Campaigns

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

42 upvotes

12 Replies

ReneeWoolcott

Participant

June 28, 2021

Reply to Enable editing for Custom Objects on mobile app

Yes please - we use custom objects to manage special one off pricing requests (faster than a quote) and also what stands our customers have in their ...read more

ReneeWoolcott

Participant

May 17, 2021

Reply to Associate products/show product associations on Company/Contact/Ticket records

Hi @ethankopit - is there any update on including products / line items on tickets? We would really love this ability to be able to track service r...read more

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