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NRodic
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Member since ‎May 25, 2021
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Nemanja Rodic

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lilybond on June 14, 2021
Esign not working after verification
Is anyone else running into this issue? I'm referencing the default signature module in my template: {% module "signature" path="@hubspot/quote_signature" %} Everything *looks like it's working correctly*, but when someone clicks "Verify to sig read more
Reply Discussion Quotes Signature
2 upvotes
29 Replies
NRodic
Participant
October 22, 2021
Hi, we are experiencing the same issue. We replicated the 'Modern' quote template, made minor changes to it and everything works except for the H...read more
maximelexstart on September 21, 2018
Use Deal Properties in Forms
Hey there! For us to be able to create forms that use Deal Properties would be amazing. Is that something easily feasible? Thank you.
Reply Idea Forms
420 upvotes
138 Replies
NRodic
Participant
October 14, 2021
We need this also. We have distributors who could be submitting closed deals via a form inside their intranet pages on our website. Now it is all man...read more
Yazz on December 06, 2019
Quotes need "Add PDF" feature
The current quotes work amazing when it comes to emailing links. I like the feature a lot and it makes a ton of sense from a tracking perspective. The one issue our Sales Team runs into is when the end user (customer) does not allow for such s read more
Reply Idea Products & Quotes
68 upvotes
8 Replies
NRodic
Participant
October 07, 2021
We would need this as well. Doing it via 'Actions' on the deal page is fine, but the PDF format becomes 'brand-less' - the logo and colors disappear....read more
JoeMayall on April 14, 2021
Color Code the Deal Boards View
Submitted on behalf of a customer It would be beneficial if the cards on the Deal Board view could be custom color-coded. This would help users organize their deal performance and understand it at a glance. Other Deal Board customizat read more
Reply Idea Deals
249 upvotes
90 Replies
NRodic
Participant
September 08, 2021
would be good to have!
davharts on May 02, 2017
Task Templates for Easy Task Creation
It would be great to allow for saved task templates in HubSpot CRM. I find myself creating the same tasks often for contacts that I'm manually following up with (ie. not on a sequence). It would be great to have the option of creating templates inst read more
Reply Idea Tasks
120 upvotes
48 Replies
NRodic
Participant
June 17, 2021
i agree on this one too...for us, it would be a 'request shipping quote', a task that would notify sales backend to calculate shipping for an deal an...read more
egp19 on March 16, 2020
Automated exports of reports to XLS or XLSX
Please add spreadsheet file types to the email delivery option for dashboards. Several of our custom reports are unsummarized data tables that we need to export from HubSpot at the same time every week to avoid overlapping data from week to week. read more
Reply Idea Sales Reporting
92 upvotes
21 Replies
NRodic
Participant
June 17, 2021
We would need this as well.
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