AHermansson

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Anders Hermansson

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mbarba on February 24, 2022

Introduce Yourself!

Hey there! I’m Mary Barba, HubSpot Academy’s revenue operations (RevOps) professor. Welcome to the Data Management & Reporting Study Group! One of the best ways to learnData Management & Reporting is by implementi read more

Reply Discussion

57 upvotes

619 Replies

AHermansson

Participant | Platinum Partner

April 14, 2023

Hi! I'm Anders. What's your current role? I'm the founder and CEO of Business Reflex. We have been working with revenue generation ...read more

AHermansson on November 22, 2022

Adding 10 (many) pages of terms to a quote

Hi! The quotes are great. But we have lots of appendicies with our quotes/agreement. And they need to be part of what we send to clients so that they sign everything in one go. Has anyone a good solution for this? Links to document that are not a read more

Reply Discussion Sales

0 upvote

3 Replies

AHermansson

Participant | Platinum Partner

November 24, 2022

Thank you Sean. I did try in the quote designer but it was kind of limited when it came to large amounts of text. I'll take a second look.

AHermansson on November 22, 2022

Adding 10 (many) pages of terms to a quote

Reply Discussion Sales

0 upvote

3 Replies

AHermansson

Participant | Platinum Partner

November 24, 2022

Thank you Sean. I did try in the quote designer but it was kind of limited when it came to large amounts of text. I'll take a second look.

kcgarvin on October 05, 2020

Forecast Date Range- Custom for Fiscal Year

Would be helpful to be able to filter the date ranges on the forecast feature in a custom range. For instance, we run on a fiscal year July1- June 30. And now, as it stands we can not forecast on this date range.

Reply Idea Sales Reporting

89 upvotes

64 Replies

AHermansson

Participant | Platinum Partner

October 06, 2021

It would be great to be able to set an account default for "Start of fiscal year". And this would then add filtering option like "Next fiscal quarter...read more

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