Member since ‎Dec 6, 2021
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Kirsten Nye

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Rangrachel on June 03, 2021
Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be read more
71 Replies
July 19, 2022
We really need this asap! It would save so much time to be able to clone previously made quotes and assign them to a new deal.
eisenbri on February 11, 2020
Within deals we have to be able to put percents into property fields that read as percents to avoid confusion. For example, when working with partners, they get paid different percentages and this is used to calculate their commission and then final read more
36 Replies
March 30, 2022
We also really need this! I created a custom equation proptery to calculate profit margin and instead of showing 10%, it just says .10 which can be more
Arne on December 22, 2018
Being able to simply select the product(s)/services within the mobile app and send the quote (lower price tag stuff only like a few service days or a smaller quantity of a certain product eg for a POC) to your customer right while you are in the sco read more
March 24, 2022
Is this still not possible? This is a neccessity for sales reps. We may have to change CRMs altogether if it isn't possible. I also can't even view more
bsmith5791 on March 08, 2019
Would like to have a printable version of a ticket that includes properties on "About this ticket". Currently the only option is exporting ticket information to a speadsheet to print, but that is not very viewer friendly.
37 Replies
February 08, 2022
We need this as well. The only somewhat comparable workaround I have found is go to print, then open PDF in preview, then save there. But it cuts more
KNye on January 21, 2022
The new Hubspot payment is an awesome feature that we were super excited to use, especially since it allows for ACH payments. Unfortunately we realized it won't allow you to charge any taxes in your quote if you want to use Hubspot Payments. This is read more
18 Replies
zbrajnovic on September 18, 2019
Submitting this idea on behalf of the customer. Here is the description of the issue he is experiencing: The current quote eSignature process doesn't have the ability to generate unique URLs for each signer, so as a workaround it asks the signer t read more
37 Replies
December 06, 2021
Also having the same issue- the email verifcation step is a huge issue for customers. Adding a toggle to "require verification" would help more
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