This feature would be extremly helpful to our team. We use a sequence to request confirmation and we need to cc or bcc the main contact. As of now,...read more
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
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
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