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LTaylor1
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Member since ‎Mar 28, 2021
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Leah Taylor

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shiling on March 06, 2019
Configure quote number format
Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. read more
Reply Idea Deals
221 upvotes
104 Replies
LTaylor1
Member
February 19, 2024
Taken way to long, we were told it was a large development silo for Hubspot in 2024 the whole sales side. We invested over 50k in hubspot and some of ...read more
shiling on March 06, 2019
Configure quote number format
Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. read more
Reply Idea Deals
221 upvotes
104 Replies
LTaylor1
Member
February 19, 2024
Taken way to long, we were told it was a large development silo for Hubspot in 2024 the whole sales side. We invested over 50k in hubspot and some of ...read more
FanaticSales on December 11, 2018
Adding Files and Images to Quotes
There are times when I need to add files to quotes in regards to installation guides and product details. Would be good to be able to attach files and insert product images into quotes.
Reply Idea Products & Quotes
126 upvotes
31 Replies
LTaylor1
Member
August 11, 2022
Yes, this is a much need feature. for the nature of our business we need to add our terms in full rather than a link. Please bring this feature!
daviddemres on February 03, 2021
Editing and Formatting Reports
It would be helpful to be able to edit and format reports. For example, I would like to show $ values in an attribution report in whole numbers, and/or display in "thousands" to make the chart easier to read.
Reply Idea Marketing Reporting
10 upvotes
5 Replies
LTaylor1
Member
August 15, 2021
I agree - would be very helpful!
YiRui_Chua on August 13, 2021
Contact deleted report
Hi team! Currently, deleted contacts get stored in the recycling bin and we don't have the ability to run a report on deleted contacts. Would be great if we have a default report where we can easily check which are the contacts deleted from the ac read more
Reply Idea Dashboards & Reports
8 upvotes
1 Reply
LTaylor1
Member
August 13, 2021
Yes that would be awesome @YiRui_Chua Thanks for posting!
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