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CHarrison
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Member since ‎Jan 5, 2021
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samglenn on September 09, 2020
Rolling Date Property Options
When selecting filtering or workflowing with a property that's a date, we have several options for property fields. Though, one that's missing that I wish we had would be a rolling date feature. For example, giving the option of "in the last: d read more
Reply Idea Contacts & Companies Lists Workflows
5 upvotes
3 Replies
CHarrison
Member
April 30, 2021
Yes, we had this with Salesforce but not HS. We are looking to create reports with rolling dates like "last month, last year, current year, next year...read more
CCIlumia on June 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Reply Idea Products & Quotes
875 upvotes
432 Replies
CHarrison
Member
February 04, 2021
Is there a way to hide line item pricing? If we could only show the totals that would be all we need to start using the quoting tool. Otherwise it's ...read more
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CHarrison on January 20, 2021
Complex Pricing Schedule
Hi, We use Hubspot to sell vacation packages. Is it possible to upload a rate sheet for hotels so that when an arrival and depature date is defined the hotel price will auto calculate in the products?
Reply Discussion Professional
0 upvote
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