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haggie01
Participant | Elite Partner
Participant | Elite Partner
Member since ‎Nov 28, 2017
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jmoss on November 12, 2019
Using workflows to autocreate quotes
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
Reply Idea Products & Quotes
340 upvotes
117 Replies
haggie01
Participant | Elite Partner
September 28, 2022
I cannot understand why the Hubspot CRM quotes software cannot auto create an invoice from within Hubspot either let alone export into Xero and create...read more
Aytan_l on November 01, 2017
Clone entire dashboard in Reporting Add-on
Instead of cloning each individual module - please enable cloning of entire dashboard to new dashboard.
Reply Idea Marketing Reporting
31 upvotes
13 Replies
haggie01
Participant | Elite Partner
August 30, 2018
We need this too! When will this be added to the Reports Add On?
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