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GWebb2
Participant | Elite Partner
Participant | Elite Partner
Member since ‎Jun 7, 2021
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Gaynor Webb

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Activity

susanmartin2006 on July 22, 2020
Custom product properties on Quotes
It seems strange that I'm able to create custom properties on Products (like notes, comment, is optional selection, serial number) but they can't be used/pulled into Quotes. I don't think any functionality will change when we sync our product librar read more
Reply Idea Products and Quotes
189 upvotes
67 Replies
GWebb2
Participant | Elite Partner
January 05, 2022
We have clients currently in the Custom Quote Beta who are crying out for this functionality. They have created custom product properties which are ...read more
shiling on March 06, 2019
Configure quote number format
Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. read more
Reply Idea Deals
191 upvotes
88 Replies
GWebb2
Participant | Elite Partner
January 04, 2022
Yes big upvote on this it would make a big difference to our clients. As a further step - being able to customise this reference number then map thi...read more
Solved
jmclaren on February 10, 2021
What do you think of the custom quotes functionality right now?
Hey all, As we work on iterating and improving this functionality we want to make sure we're solving for your needs. We want to hear your feedback. Was there anything you expected to be able to do with custom quote templates that you couldn't read more
Reply Discussion Feedback
3 upvotes
72 Replies
GWebb2
Participant | Elite Partner
December 14, 2021
Hi Jon I've been reading through this thread with interest as I have a client who is in the process of moving to HS and is using customisable q...read more
corrivj on January 05, 2018
Sandbox
What I would like to see is the ability to copy my entire HubSpot environment from a production to a sandbox environment. It would also be helpful if there was a way to move changes from HubSpot Sandbox to HubSpot Production. We have data syn read more
Reply Idea CMS Development Tools
218 upvotes
59 Replies
GWebb2
Participant | Elite Partner
October 06, 2021
I'm currently working with a client to create and test a lot of custom stuff in their sandbox, I'm dreading the thought of having to recreate it all ...read more
CoachAaronCCR on July 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals Properties
1294 upvotes
184 Replies
GWebb2
Participant | Elite Partner
July 05, 2021
Hi I found this thread when looking for a solution so I'm guessing Hubspot haven't provided an update yet! As mentioned by everyone already, ...read more
Achagnon1 on August 07, 2020
Having a dynamic 'today' field in the 'Time between' feature
I'm in the process of setting up calculated properties to use the new "time between" feature in reporting, and realized that, in the 'time between' calculations for properties, I'd like to have access to the option 'today,' which would be a dynamic read more
Reply Idea Deals Sales Reporting
401 upvotes
94 Replies
GWebb2
Participant | Elite Partner
June 21, 2021
This field is becoming a must have - I have multiple clients asking for reliable, stable date reporting (such as deal aging in days) and that can on...read more
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