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KNye
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Membre depuis ‎déc. 6, 2021
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Kirsten Nye

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Rangrachel le Juin 03, 2021
Associate existing quote to a different deal
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 Lire la suite
Répondre Idée Products and Quotes
133 Mentions J'aime
64 Réponses
KNye
Membre
Juillet 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 le Février 11, 2020
Percentage in a Property
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 Lire la suite
Répondre Idée Deals
142 Mentions J'aime
36 Réponses
KNye
Membre
Mars 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 m...Lire la suite
Arne le Décembre 22, 2018
Quotes and Product Support on the Mobile App (View, Share, Create and Approve)
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 Lire la suite
Répondre Idée Mobile Applications Products and Quotes
158 Mentions J'aime
76 Réponses
KNye
Membre
Mars 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 a...Lire la suite
bsmith5791 le Mars 08, 2019
Print ticket Information directly from the ticket record in HubSpot
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.
Répondre Idée Tickets
71 Mentions J'aime
35 Réponses
KNye
Membre
Février 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 off...Lire la suite
KNye le Janvier 21, 2022
Hubspot payments to allow for taxes & fees as a line item
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 Lire la suite
Répondre Idée Products and Quotes
29 Mentions J'aime
18 Réponses
zbrajnovic le Septembre 18, 2019
Replace email verification for eSignature with unique URL
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 Lire la suite
Répondre Idée Products & Quotes
104 Mentions J'aime
36 Réponses
KNye
Membre
Décembre 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 immesnly...Lire la suite
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