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NRodic
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Membre depuis ‎mai 25, 2021
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Nemanja Rodic

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Activité

lilybond le Juin 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 Lire la suite
Répondre Discussion Quotes Signature
2 Mentions J'aime
29 Réponses
NRodic
Participant
Octobre 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...Lire la suite
maximelexstart le Septembre 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.
Répondre Idée Forms
564 Mentions J'aime
177 Réponses
NRodic
Participant
Octobre 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...Lire la suite
Yazz le Décembre 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 Lire la suite
Répondre Idée Products & Quotes
78 Mentions J'aime
10 Réponses
NRodic
Participant
Octobre 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....Lire la suite
JoeMayall le Avril 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 Lire la suite
Répondre Idée Deals
253 Mentions J'aime
91 Réponses
NRodic
Participant
Septembre 08, 2021
would be good to have!
davharts le Mai 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 Lire la suite
Répondre Idée Tasks
141 Mentions J'aime
58 Réponses
NRodic
Participant
Juin 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...Lire la suite
egp19 le Mars 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. Lire la suite
Répondre Idée Sales Reporting
110 Mentions J'aime
24 Réponses
NRodic
Participant
Juin 17, 2021
We would need this as well.
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