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MAnderson87
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Member since ‎Apr 19, 2021
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Michele Anderson

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Activity

CBetancourt4 on November 29, 2023
It would be fantastic to automatically generate invoices in HubSpot whether it be via API or in the workflow. It would help take out the manual work from having to do this one at a time for companies that generate dozens of invoices at a time. W read more
9 upvotes
5 Replies
Member
February 12, 2024
Yes, I am trying to automate invoicing as well. It would be a workflow that is as simple as when a deal enters "Ready to Invoice" stage the action wo...read more
DMcClure on November 24, 2021
" Please note: only one Slack workspace can be connected to HubSpot through this integration. " It would be wonderful to be able to integrate Hubspot with multiple Slack workspaces. We use a separate workspace for channels shared with other read more
23 upvotes
8 Replies
Member
February 08, 2024
One more in agreement here!
rasimons1 on February 01, 2024
The standard invoice template is very limiting, and it can be frustrating to have no control over how it looks, what's included (or not included), and etc. For example, traditionally we have our mailing address as well as a contact email and conta read more
3 upvotes
2 Replies
Member
February 05, 2024
Yes, please! I am exploring using the HubSpot for invoices instead of QB and/or along with but it is very limiting that we can't customize the invoic...read more
SJeremias on March 08, 2023
it would be super helpful to have a check box to HIDE a producty from the product library so users cannot sell that product. I realize we cannot DELETE or RENAME the item as it affects reports and back end things, but having a way to "hide" it woul read more
58 upvotes
16 Replies
Member
December 19, 2023
Any chance there is an update on this? Hopefully it goes into planning soon! This has a big impact on integrations
MMuldoon on January 18, 2022
Hi! Currently in the description of line items that gets populated into a Quote Line Item Table is only plain text. It would be great to be able to have text formatted as a hyperlink so we can point to more detailed information about a line item e read more
6 upvotes
1 Reply
Member
December 18, 2023
HubSpot has a native property on Products called "URL" ....it would be really helpful for it be an actual hyperlink on the quote. a step furthe...read more
SJeremias on March 08, 2023
it would be super helpful to have a check box to HIDE a producty from the product library so users cannot sell that product. I realize we cannot DELETE or RENAME the item as it affects reports and back end things, but having a way to "hide" it woul read more
58 upvotes
16 Replies
Member
December 19, 2023
Any chance there is an update on this? Hopefully it goes into planning soon! This has a big impact on integrations
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