AdamSand

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Adam Sand

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AdamSand on September 22, 2022

Product Quantity Property - dictate # of products on a Quote

Can a Deal property be referenced in any way to define a number of product line items to be included on a quote? Currently we sell implementation of a Software called SumoQuote - a CPQ software that allows us to define the quantities of a dea read more

Reply Discussion Enterprise

0 upvote

1 Reply

Solved

DZiv on November 03, 2021

Can I increase property value of a deal triggered by changes to an associated ticket?

Hi everyone! We want to increase the property value in one of the fields in our deals based on what shows up in an associated ticket. Is there a way to make ticket-based workflows increase the property value in a field in a deal? I managed to d read more

Reply Discussion Workflows

2 upvotes

15 Replies

AdamSand

Participant | Diamond Partner

February 23, 2022

How would you do this if the number on the property was different every time. For example Amount (HS Deal Property) $12000 Cost 1 (Custom Deal ...read more

Solved

DZiv on November 03, 2021

Can I increase property value of a deal triggered by changes to an associated ticket?

Reply Discussion Workflows

2 upvotes

15 Replies

AdamSand

Participant | Diamond Partner

February 23, 2022

How would you do this if the number on the property was different every time. For example Amount (HS Deal Property) $12000 Cost 1 (Custom Deal ...read more

jbogaert on December 02, 2021

Which processes has Operations Hub helped you streamline?

Hi everyone, As we're nearing the end of this year, let's take a look back. 2021 to me was the year HubSpot started really empowering Operations professionals with the launch of Operations Hub. As we look back, I'd love to hear from you read more

Reply Discussion

0 upvote

3 Replies

AdamSand

Participant | Diamond Partner

February 23, 2022

We have used operations hub to get some job costing data inside hubspot. But we are stuck on a step trying to add an additional cost. We are sooooo...read more

jbogaert on February 23, 2022

What is the #1 thing that you want to see us add to Operations Hub

Hi everyone! What feature do you want to see us add to Operations Hub? You can dig into some of your frustrations or let your imagination run free. Let us know what you want to see, whether it's a new functionality on an existing feature or a bran read more

Reply Discussion

1 upvote

10 Replies

AdamSand

Participant | Diamond Partner

February 23, 2022

I am trying to find a way to do some basic job costing on the deal level. Ways to add costs, add revenue that would not affect the deal amount, and...read more

Geo on February 12, 2019

Autocalculate margin & gross margin

If Hubspot was able to calcuate gross margin from margin and amount fields it would make the inputting of deals a much more efficient process for our business. It would also make reporting on these figures much simpler, its a basic requirement of an read more

Reply Idea Deals Sales Reporting

142 upvotes

82 Replies

AdamSand

Participant | Diamond Partner

January 24, 2022

We are trying to get the same thing right now.

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