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TrytenEpstein
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Member since ‎Nov 22, 2021
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  • Upvotes Given
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  • Upvotes Received
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TrytenEpstein on June 06, 2022
In my company we create a quote before we create a deal (slight timing issue as you have to attach the quote to a deal so we initiate the deal that way) which means we add line items to the quote. Looking for a way automate copying the line items t read more
3 upvotes
0 Reply
markylow on October 15, 2018
I would like to have an automated feature whereby sales professionals do not need to adjust their status from available to away and vice versa when they log out of Hubspot or close the window. I believe this should be automated as currently, t read more
20 upvotes
5 Replies
Participant
April 22, 2022
+1 Sounds like a simple fix on the backend: user logged out of HS? Mark them as Away in chat. Simple automation, no?
Solved
NathanielCooper on July 17, 2019
Has anyone figured out how to get Original Source Drill Down keywords into HubSpot from Organic Searches? I see this data in Google Analytics & SEM Rush, but it's not connected to specific users so its hard to tell what keywords are driving con read more
Participant
March 10, 2022
OK so I'm actually getting keywords injecting into HubSpot from Google Ad clicks, but not consistently and I can't figure out why. I thought maybe it...read more
shiling on March 06, 2019
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. read more
219 upvotes
102 Replies
Participant
February 03, 2022
So...it looks like it has been a while. No update on making the quote numbering configurable?
susanmartin2006 on July 22, 2020
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 read more
213 upvotes
81 Replies
Participant
December 03, 2021
I have multiple price points per product depending on the distribution chain (e.g. end user MSRP vs. Distributor vs. Reseller) and I'd like to create...read more
Solved
TrytenEpstein on November 29, 2021
I'm unable to remove the Company city, state, and zip code field from my quote template, despite unchecking the box in the template editor. Has anyone else seen this?
0 upvote
3 Replies
Participant
December 01, 2021
HubSpot Support (Daniela) confirmed that it's a bug. Fortunately when you hide this module (click on the eye icon at the far right next to the module...read more
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