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GWebb2
参加者 | Elite Partner
参加者 | Elite Partner
コミュニティー参加日： ‎6 7, 2021
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susanmartin2006 7月 22日, 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 続きを読む
返信 アイデア Products and Quotes
217 いいね！
84 コメント
GWebb2
参加者 | Elite Partner
1月 05日, 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 ...続きを読む
shiling 3月 06日, 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. 続きを読む
返信 アイデア Deals
221 いいね！
104 コメント
GWebb2
参加者 | Elite Partner
1月 04日, 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...続きを読む
解決済み
jmclaren 2月 10日, 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 続きを読む
返信 ディスカッション Feedback
3 いいね！
72 コメント
GWebb2
参加者 | Elite Partner
12月 14日, 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...続きを読む
corrivj 1月 05日, 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 続きを読む
返信 アイデア CMS Development Tools
233 いいね！
61 コメント
GWebb2
参加者 | Elite Partner
10月 06日, 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 ...続きを読む
CoachAaronCCR 7月 11日, 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 続きを読む
返信 アイデア Contacts & Companies Deals Properties
1360 いいね！
198 コメント
GWebb2
参加者 | Elite Partner
7月 05日, 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, ...続きを読む
Achagnon1 8月 07日, 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 続きを読む
返信 アイデア Deals Sales Reporting
423 いいね！
99 コメント
GWebb2
参加者 | Elite Partner
6月 21日, 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...続きを読む
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