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jlat-newton
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Membre depuis ‎mars 10, 2021
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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Activité

NilsK le Janvier 02, 2020
Automatic adding of TAX (VAT) when creating quotes
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
Répondre Idée Products & Quotes
501 Mentions J'aime
182 Réponses
jlat-newton
Participant
Avril 01, 2022
We need to set different VAT % for each product (line) on the same quote.
jpnorris le Octobre 27, 2020
Tax by line item on quotes
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 Lire la suite
Répondre Idée Products and Quotes
205 Mentions J'aime
39 Réponses
jlat-newton
Participant
Avril 01, 2022
We desperately need this. Because this feature is not available, our sales rep have to create 1 quote per VAT type for the same order (otherwise the ...Lire la suite
bksd1 le Juillet 29, 2021
Child / Parent relationships for deal objects
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 Lire la suite
Répondre Idée Deals
24 Mentions J'aime
6 Réponses
jlat-newton
Participant
Février 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...Lire la suite
ClemOaky le Janvier 02, 2020
Parent Child Relationship for Deals
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 Lire la suite
Répondre Idée Deals
138 Mentions J'aime
39 Réponses
jlat-newton
Participant
Février 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...Lire la suite
Mmccarthy le Février 27, 2020
Filter Dashboards by ANY field
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.
Répondre Idée Sales Reporting
210 Mentions J'aime
58 Réponses
jlat-newton
Participant
Février 09, 2022
Please ! Without this I have to duplicate each Dashboard so each team can see their own KPIS...
Perrakoski le Octobre 31, 2018
Add Timestamp as a property
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.
Répondre Idée Contacts & Companies
370 Mentions J'aime
83 Réponses
jlat-newton
Participant
Janvier 17, 2022
+1!!! I need this feature to mesure precisely my salesreps' reactivity and show them how important it is to callback fast.
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