BenRubin

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Ben Rubin

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BenRubin on March 09, 2023

Integration Invoice creation field Write a message to your customer

Would greatly appreciate the ability to use snippets in this text field! Currently, we have to manually copy and paste information from snippets, which can be time-consuming. Enabling snippet functionality in this field would greatly improve t read more

Reply Discussion Professional

2 upvotes

1 Reply

BenRubin on January 12, 2022

Toggle on and off the sharing link of a document

This feature could benefit anyone, will most likely be sales teams, who are sharing documents through links utilizing the Sales Documents features. It seems there is no way to disable the links to a document other than deleting the document. read more

Reply Idea Sales Documents

12 upvotes

3 Replies

BenRubin on July 07, 2021

Hello Community Members

Hi, my name is Ben and I work with the HubSpot agency, Remotish. I hope to learn, share, and build relationships with the community! I hope everyone has a great day!

Reply Discussion Sales

0 upvote

1 Reply

BenRubin on March 23, 2021

Archive a Quote

When working with a possible client that is asking for an update to a quote, instead of updating the existing one and losing the quote history, can we archive an existing quote and then create a new one. The feature would be to archive quotes to read more

Reply Idea Products and Quotes

10 upvotes

6 Replies

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