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HCGO
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Member since ‎Sep 2, 2021
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Heather Crawford

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HCGO on November 17, 2021
Hubspot needs to have the emails it sends in the contacts too!
We are very frustrated that the automated emails we send form hubspot are not captured, as an email in the contact record. This prevents us from having a full view of the customer and creates internal confusion and extra work if something needs to read more
Reply Idea Forms Workflows
0 upvote
0 Reply
Yazz on December 06, 2019
Quotes need "Add PDF" feature
The current quotes work amazing when it comes to emailing links. I like the feature a lot and it makes a ton of sense from a tracking perspective. The one issue our Sales Team runs into is when the end user (customer) does not allow for such s read more
Reply Idea Products & Quotes
78 upvotes
10 Replies
HCGO
Member
November 17, 2021
Hi - Please advise if this feature is coming. If not we will need to look at discontinuing hubspot quoting. Our customers will not sign quotes that...read more
CCIlumia on June 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Reply Idea Products & Quotes
875 upvotes
432 Replies
HCGO
Member
November 01, 2021
Is there any progress on being able to attach something to a quote? Thank you.
HCGO on September 02, 2021
Tracking Canceled customers and contacts
I upvoted the lifecycle cancellation idea. I'm truly curious how former customers are best tracked and how all the workflows that needs to happen when a customer cancels are best kicked off. As well as how the continuing contacts are maintained to read more
Reply Idea Contacts & Companies
2 upvotes
0 Reply
1stClaas on March 19, 2021
New Lifecycle Phase Cancelled
At the moment, Hubsot neglects the reality of the customer lifecycle, which includes the time after being a client / subscriber. The customer can, for various reason, cancel being a customer, if e.g. the business model is a subscription to a service read more
Reply Idea Properties
13 upvotes
2 Replies
HCGO
Member
September 02, 2021
We just started using Hubspot and I am stunned this is not a part of the Lifecycle. How do you work around it today? A property? Use "Other"?
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