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KAunkst
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Member since ‎May 24, 2021
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Kelly Aunkst

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KAunkst
Member
May 07, 2025
Reply to QUOTES - Default settings for all quotes (terms, tax settings, expiry of quotes)
The whole tax area needs to be revisited. In my area, taxes are collected on where the sale is being shipped to. We have multiple levels of sales tax ...read more
KAunkst
Member
March 27, 2025
Reply to Automatic adding of TAX (VAT) when creating quotes
We need the tax applied to be applicable to the location as well as know if a company is tax exempt. This is something that does exist in other syste...read more
KAunkst
Member
February 17, 2025
Reply to Undo email send
This woudl be a great option to add to the functionality of Hubspot
KAunkst
Member
September 27, 2024
Reply to Legacy QuickBooks Online integration is being retired in favor of the new integration
Now that invoices aren't associated with deals anymore, how is everyone auditing their accounts to be sure an invoice is associated with every sale. ...read more
KAunkst
Member
June 20, 2023
Reply to Manually change quote status
Yes! We need this feature to track if something is signed or not. Having an attachment as a signed qyupte is not good enough. I want to see the quote...read more
KAunkst
Member
June 14, 2023
Reply to Focus on search bar on Contacts Database
Yes! I would love to see any pop up window have a live cursor in it!
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