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AdamSand
Participant | Partenaire solutions Diamond
Participant | Partenaire solutions Diamond
Membre depuis ‎déc. 26, 2020
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AdamSand le Septembre 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 Lire la suite
Répondre Discussion Enterprise
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1 Réponse
LWilkes le Septembre 19, 2022
Create topic sections in quote
Hi all! I am creating a new quote template for my company in which I want to section the different types of products in different tables with their own subtotals. I am considering to base them on either the folder structure in my product library, o Lire la suite
Répondre Discussion HTML quote Quotes template Templates
1 Mention J'aime
2 Réponses
AdamSand
Participant | Partenaire solutions Diamond
Septembre 22, 2022
Quick question. Are you also trying to make it so based on properties, set a quantity of line items?
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DZiv le Novembre 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 Lire la suite
Répondre Discussion Workflows
2 Mentions J'aime
15 Réponses
AdamSand
Participant | Partenaire solutions Diamond
Février 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 ...Lire la suite
Résolues
DZiv le Novembre 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 Lire la suite
Répondre Discussion Workflows
2 Mentions J'aime
15 Réponses
AdamSand
Participant | Partenaire solutions Diamond
Février 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 ...Lire la suite
jbogaert le Décembre 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 Lire la suite
Répondre Discussion
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3 Réponses
AdamSand
Participant | Partenaire solutions Diamond
Février 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...Lire la suite
jbogaert le Février 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 Lire la suite
Répondre Discussion
1 Mention J'aime
10 Réponses
AdamSand
Participant | Partenaire solutions Diamond
Février 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...Lire la suite
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