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GMoore
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Member since ‎Jan 29, 2021
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  • Upvotes Given
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  • Upvotes Received
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Greg Moore

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Activity

xavierparduyns on April 28, 2017
Notify Task Creator when Task is Completed
I think it could be great if the creator of the task will be notified when the task is finished or is waiting... And have a discussion on the task
Reply Idea Tasks
188 upvotes
95 Replies
GMoore
Member
July 13, 2023
Please implement this... it is a basic feature in any other task solution and would be extremely helpful to ensure things are getting done without ha...read more
JonnyT on June 27, 2018
Customize Ticket Properties based on Pipeline
We work with several different pipelines of HubSpot service tickets. We would like to set the default for displayed ticket properties based on the pipeline we're working with. For instance, we want to see our custom "Serial Number" field in our RM read more
Reply Idea Tickets
184 upvotes
66 Replies
GMoore
Member
May 17, 2023
This is a problem we are facing also. It would be amazing to be able to customize the left panel of a ticket based on the pipeline of that ticket...read more
GMoore on March 06, 2023
Transactionally Charged Line Items
Our billing model is as follows: A base monthly fee A fee each time our service is used, which is billed monthly Currently the Quoting solution doesn't have a way to create a transactionally billed line item, which means we have to use some read more
Reply Idea Products and Quotes
0 upvote
0 Reply
GMoore on February 09, 2023
Customer Input on Quotes
There are many times where I want a customer to select a plan or confirm or change data on a Quote. It would be great to allow this to be possible.
Reply Idea Products and Quotes
1 upvote
0 Reply
jmoss on November 12, 2019
Using workflows to autocreate quotes
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
Reply Idea Products & Quotes
378 upvotes
124 Replies
GMoore
Member
February 09, 2023
Any updates here? Happy to share my opinion on what should happen.
SamuelBanks on March 02, 2022
Associate Line Items to Tickets
Hey HubSpot We are strong advocates of the Products/Line Items feature in HubSpot and offers great context behind deals. What we're finding with clients and ourselves alike, is the functionality request to be able to associate Products to Tickets read more
Reply Idea Products and Quotes Tickets
76 upvotes
25 Replies
GMoore
Member
January 30, 2023
We sell a hardware & software product. Given this, we need to send out RMA parts sometimes to fix customer problems. It would be awesome if the...read more
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