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jk12
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Membre depuis ‎févr. 26, 2021
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Carlin le Septembre 25, 2020
Quote options for customers to select and agree to
I'm a big fan of the quote function taht allows the customer to digitally sign agree to the quote sent, however many of our products have 'optional extras' that a client might wish to purchase. It woudl be great if there was a way to include a tick- Lire la suite
Répondre Idée Sales Documents
115 Mentions J'aime
26 Réponses
jk12
Participant
Novembre 05, 2022
After years in the making, custom quotes finally shipped (see original beta thread here https://community.hubspot.com/t5/HubSpot-Ideas/Customize-Qu...Lire la suite
Caterpy le Juillet 28, 2021
Use hubspot's API to add existing invoice to a deal.
Hi, We're using QBO's integration in our hubspot account. This integration allows us to add an existing invoice in QuickBooks to an object in Hubspot. I've tried to have a look at possible ways to do this via an API call but I can't seem to fi Lire la suite
Répondre Discussion Developer tools Python
5 Mentions J'aime
5 Réponses
jk12
Participant
Octobre 17, 2021
+1 to this feature request. As far as we can find in the CRM>Objects>Deals and the API for Accounting Extensions, there's no endpoint to "add a...Lire la suite
Résolues
przemmaj le Septembre 28, 2021
Sent emails not seen in HS
I have my sales box connected to HS and when I receive an email to it from the new lead it's all fine - there is an email to contact attached. However, when I sent an email to the new lead I don't have this email attached to the contact. H Lire la suite
Répondre Discussion Email Deliverability
0 Mention J'aime
4 Réponses
jk12
Participant
Octobre 07, 2021
@przemmaj Unfortunately, Hubspot doesn't actually sync emails sent or received from your external mail client even if you have linked your google a...Lire la suite
AndyMason le Août 24, 2018
Show when visitor has left Chat page
I think it would be useful to know if the person at the other end of the conversation has closed the browser or has otherwise left. Otherwise it's just guesswork when to close the chat if things go quiet.
Répondre Idée Conversations
90 Mentions J'aime
26 Réponses
jk12
Participant
Septembre 14, 2021
This is a very serious dealbreaker for hubspot live chat which makes the feature completely unusable. If the agent isn't sure whether the customer is...Lire la suite
bellawu le Avril 06, 2017
Delete contact option in workflows
Include an option in workflows to delete a contact. So if they meet the criteria to be entered into the workflow, it would then delete them from our database entirely. This would be helpful for those who come to our site and fill out forms with i Lire la suite
Répondre Idée Workflows
234 Mentions J'aime
72 Réponses
jk12
Participant
Avril 01, 2021
@JoeMayall If your users have a valid use case for wanting to automatically delete contacts, it's up to them to assume the risk. For example, we u...Lire la suite
CCIlumia le Juin 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Répondre Idée Products & Quotes
874 Mentions J'aime
432 Réponses
jk12
Participant
Février 26, 2021
Would also love to join the beta! HUB ID 8328564
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