KatieMcCauley

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Katie McCauley

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Carlin on September 25, 2020

Quote options for customers to select and agree to

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

Reply Idea Sales Documents

139 upvotes

31 Replies

KatieMcCauley

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

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.

Reply Idea Forms

627 upvotes

191 Replies

KatieMcCauley

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

Overdue tasks as a trigger for workflows

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.

Reply Idea Tasks Workflows

75 upvotes

6 Replies

KatieMcCauley

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

INTEGRATE PROJECTS INTO REPORTS

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.

Reply Idea Marketing Reporting

45 upvotes

10 Replies

KatieMcCauley

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

Sequences Improvement Ideas

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

Reply Idea Lists Marketing Emails Sequences

12 upvotes

6 Replies

KatieMcCauley

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

HubSpot Outlook integration for MAC users

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?

Reply Idea Sales Email Extensions & Add-Ins

468 upvotes

267 Replies

KatieMcCauley

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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