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KatieMcCauley
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Member since ‎Nov 9, 2017
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Katie McCauley

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Carlin on September 25, 2020
I'm a big fan of the quote function taht allows the customer to digitally sign agree to the quote sent, however many of our products have 'optional extras' that a client might wish to purchase. It woudl be great if there was a way to include a tick- read more
107 upvotes
24 Replies
Member
October 12, 2023
@hubspot , any update on this? We have multiple pricing options for our prospects as to whether they want to purchase on a SaaS or Capex basis. It w...read more
maximelexstart on September 21, 2018
Hey there! For us to be able to create forms that use Deal Properties would be amazing. Is that something easily feasible? Thank you.
530 upvotes
169 Replies
Member
January 12, 2023
How is this not something being considered? It seems necessary that we could update deals with forms. That would be an excellent feature.
AFiederling on March 19, 2021
Tasks that are overdue can not be set as a trigger for a workflow. That would be super helpful, to set a new status or even a next task out of it.
69 upvotes
4 Replies
Member
September 15, 2022
This is definitely something we'd like to see. This would give managers the ability to better monitor salespeople when they are not completing their ...read more
raywillow on June 02, 2020
Currently there is no way to extrapolate task listed under Projects into Reports. You can only show tasks from Sales but not tasks listed under Projects. We need the ability to Filter based on Project and task types as well as associated users.
43 upvotes
8 Replies
Member
July 28, 2022
Yes, absolutely! We have found the Projects tool very useful for running some of our smaller customer projects with our Account Managers. They would ...read more
DTPixMob on April 23, 2020
My team and I been using sequences a lot for the past months and I have made observations to improve the functionality of sequences. 1) We should be able to make new static or even active lists from enrolled contacts based on status (enrolled b read more
Member
January 25, 2022
Absolutely! I want to be able to create a marketing list from a sequence where someone was enrolled but never responded. This should definitely be fe...read more
mschnitt on April 05, 2017
We have a number of MAC users. It would be nice to have HubSpot integrate with Outlook for MAC users. Is this a feature that will be available soon?
Member
September 10, 2019
The inbox connection features are great, but we have several sales team members using Macs, and our company does not have Office 365. I would like to...read more
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