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CWardle
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Member since ‎Jan 6, 2021
  • solutions
    1
  • Replies
    2
  • Upvotes Given
    29
  • Upvotes Received
    11
  • Ideas
    5

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Caitlyn Douglas

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Activity

MikeD13 on May 04, 2021
Rather than limiting the custom field integration to "matched" options, users should be able to map additional fields when creating Custom Fields within the DocuSign integration to allow for more flexibility when pulling in pertinent data to a parti read more
7 upvotes
4 Replies
Member
July 07, 2022
Our org needs this so badly. We are an educational company and we need this desperately to send enrollment documents that will populate program name,...read more
Andrewyaprs on September 02, 2021
Submitting this idea on behalf of a customer here. At the moment o nly predefined HubSpot fields can be used in DocuSign templates. This includes a range of properties across the objects of contact, company, or deal. It would be re read more
24 upvotes
12 Replies
Participant
September 22, 2022
@RWinter That is unfortunate news, but thanks a lot for sharing! Rather strange that, with two companies invovled into this, the way to get updated...read more
CWardle on May 10, 2022
I have workflows set up to automatically assign lead sources to our contacts depending on where they come from. With our ads setup though, our Google Ads redirect to our landing page, and so what's happening is that the contact will enrol through th read more
0 upvote
0 Reply
Cherisse on April 19, 2021
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
Member
September 28, 2022
Great idea, would love for this functionality to come to fruition.
Arun_Opto22 on November 29, 2017
I think there should be the ability to limit the permission to edit the Sales Dashboard. I've made the dashboard look like I want it to for my sales team...but individual salespeople have the ability to go in and modify it...but it is a "global" vi read more
24 upvotes
11 Replies
Participant
May 04, 2022
Absolutely agree, I have 6 country dashboards that need to be visible globally but I have to go manually check every week to make sure no team member...read more
ttopfer on October 09, 2018
Since Hubspot has this Community Forum, wouldn't it be cool if we could offer this same functionality to our clients? We want to be able to allow our customers to provide ideas and feedback and vote on these and receive comms from us about them - ju read more
Member
July 18, 2022
this would be very useful to have a community forum/ discussion tool thats integrateble (for example with in the knowledge base).
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