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JGillam
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Member since ‎May 23, 2021
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Jason Gillam

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Coupland on November 19, 2019
Meeting Links to include multiple external attendees
We currently use the Team/Group option for allowing our prospects to schedule sales demos with multiple internal employees. Often there is an external party (not an employee or HubSpot user) we would like to include in the meeting or our prospects w read more
Reply Idea Meetings
216 upvotes
105 Replies
JGillam
Member
July 30, 2021
This is a major failure on the part of HubSpot not to have implemented this yet. This is a broken sales feature. When I have a meeting, my attendee h...read more
SSmith8 on December 11, 2020
Be able to make a Quote look more like a Statement of Work
My company is a software consulting firm, so our ability to make a Quote have some of the components of a Statement of Work such as: Background Scope Assumptions Roles and Responsibilties. I know that we can add Seller Comments in a Quote, bu read more
Reply Idea Products and Quotes
6 upvotes
2 Replies
JGillam
Member
July 13, 2021
We have similar quote requirements for security testing. We could actually benefit greatly from a templating system (like snippets) but for building ...read more
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