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jlat-newton
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Member since ‎Mar 10, 2021
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Jules Latournerie

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Activity

NilsK on January 02, 2020
We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes
282 upvotes
96 Replies
Member
August 08, 2022
This is really important! Also, tax should apply to recurring services, not only one-off tax, and remaining recurring with no tax (it doesn't make an...read more
jpnorris on October 27, 2020
I know this has been proposed many times before by other members, but I too would greatly benefit from being able to apply, modify, or remove tax on a line item level on quotes. Product library entries should have tax properties saved, and then read more
56 upvotes
13 Replies
Member
June 23, 2022
Yikes, pretty shocked to find out this hasn't been addressed. Being unable to deal with tax in a sensible way makes the entire quotes and payments f...read more
bksd1 on July 29, 2021
It would be great if you can associate a child deal to a parent deal (similar to Companies). Use Case: We run a creative agency and we win retainer deals where we will draw funds against the retainer. We would like to have a parent deal (Reta read more
18 upvotes
4 Replies
Participant
February 18, 2022
We also need this functionnality to keep track of cross-sell (children) deals related to a source (parent) deal. Instead we have to use a custom "C...read more
ClemOaky on January 02, 2020
In the industry we work in (hotels), you may have a Parent (the Hotel Chain) and a lot of children (the individual hotels). We need to have a Parent / Child relationship on a deal level, where the Parent Deal is the sum of all individual Children d read more
79 upvotes
31 Replies
Member
July 06, 2022
Same need here where we are dealing with giant corporation with very intricate deals. Honestly consdering changing CRM provider because of it, it is ...read more
Mmccarthy on February 27, 2020
I would like the ability to filter a dashboard by ANY field. Right now the only options are: Date, Owner, Teams, Deal / Ticket Pipeline. We want to filter by a custom field called Products, or antoher called Type.
141 upvotes
41 Replies
Member
July 27, 2022
I would love to be able to build a standardised client report dashboard and then be able to filter it by company or deal - instead you have to manual...read more
Perrakoski on October 31, 2018
It would be beneficial to have Date stamp & Time stamp (system time, eg. YYYY-MM-DD & HH:MM) as available properties in Hubspot. So that one can pick date or time stamps to use in snippets or workflows.
190 upvotes
37 Replies
Member
June 30, 2022
How the **bleep** is this not a feature? This seems so basic. So you cannot calculate time between two events using HubSpot? For all the bells and wh...read more
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