Profil

GWebb2
Participant | Partenaire solutions Elite
Membre depuis ‎juin 7, 2021
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  • Réponses
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  • Mentions J'aime ajoutées
    9
  • Mentions J'aime obtenues
    1
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Activité

susanmartin2006 le Juillet 22, 2020
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 Lire la suite
213 Mentions J'aime
81 Réponses
Participant | Partenaire solutions Elite
Janvier 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 ...Lire la suite
shiling le Mars 06, 2019
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. Lire la suite
219 Mentions J'aime
102 Réponses
Participant | Partenaire solutions Elite
Janvier 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...Lire la suite
Résolues
jmclaren le Février 10, 2021
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 Lire la suite
3 Mentions J'aime
72 Réponses
Participant | Partenaire solutions Elite
Décembre 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...Lire la suite
corrivj le Janvier 05, 2018
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 Lire la suite
227 Mentions J'aime
60 Réponses
Participant | Partenaire solutions Elite
Octobre 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 ...Lire la suite
CoachAaronCCR le Juillet 11, 2017
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 Lire la suite
1351 Mentions J'aime
196 Réponses
Participant | Partenaire solutions Elite
Juillet 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, ...Lire la suite
Achagnon1 le Août 07, 2020
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 Lire la suite
419 Mentions J'aime
95 Réponses
Participant | Partenaire solutions Elite
Juin 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...Lire la suite
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