dambra

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Drake D'Ambra

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NolanHubSpot on January 20, 2022

Manually mark quote as signed

Is there a way to manually mark a quote as signed? This is important as we're sending some quotes for e-signature and some with a place for signature. Would be great if we can mark a quote as signed and upload it, so on the Quotes landing page it di read more

Reply Discussion CRM Sales Workflows

3 upvotes

2 Replies

dambra

Participant | Partner

July 21, 2022

This forum idea is closely tied to the request here and the forum you shared. Would love to see both options available for quotes & invoices.

AmandaKendzior on March 25, 2019

Manually mark invoice as paid

We issues invoices from Hubspot with the option for clients to pay via our Stripe integration or through bank transfer. However when our clients choose to pay through the latter, we are not able to mark the invoice as paid manually. Being able read more

Reply Idea Products & Quotes

62 upvotes

15 Replies

scastles

Member

August 15, 2022

How can this impossible to do in a modern sales system. Please add this functionality as soon as possible!

dambra on July 21, 2022

Custom Quote Templates > Workflow Automation

I'm so excited that HubSpot enabled custom quote templates. This is huge for me and my clients. However, when it comes to quote-based workflows, custom quote templates cannot be enrolled. It would be amazing if we could enroll custom quote templates read more

Reply Idea Deals Products and Quotes Snippets & Templates Workflows

5 upvotes

1 Reply

dambra

Participant | Partner

July 21, 2022

Quick update: A better workaround to enroll a custom quote template into a workflow is to leverage the Quote's Terms or Comments To Buyer properties....read more

dambra on July 21, 2022

Custom Quote Templates > Workflow Automation

Reply Idea Deals Products and Quotes Snippets & Templates Workflows

5 upvotes

1 Reply

dambra

Participant | Partner

July 21, 2022

Quick update: A better workaround to enroll a custom quote template into a workflow is to leverage the Quote's Terms or Comments To Buyer properties....read more

Andreas007 on August 06, 2021

Allow importing empty property values

Hi I have created a new property (because we got smarter over time) and I wanted to transfer the values of an existing property to that new property. Populating the new property was easy. But emptying the values of the existing property turned o read more

Reply Idea Properties

14 upvotes

4 Replies

RLightfoot

Participant

July 20, 2022

100% Agree! 🙂 When Importing a list, we should be able to select, "Allow NULL Values to overwrite existing HS values" - this would still prot...read more

bw-ipim on February 03, 2020

Creation of a"phone number" field type

We have the need to create additional phone number properties in addition to the HubSpot-provided phone and mobile phone. However, unlike the default properties, when these custom properties are added to forms, there is no option to have a drop down read more

Reply Idea Contacts & Companies Forms

46 upvotes

7 Replies

JHegener

Member

August 03, 2022

Like Jon_Sasala says, it would be very useful. Everybody has more than two phone numbers!

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