dambra

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Upvotes Given
33
Upvotes Received
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Ideas
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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

4 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

80 upvotes

24 Replies

dambra

Participant | Partner

July 21, 2022

This is a must - everything works great with credit card, but Quotes/Invoices need to have the ability to be manually marked as paid.

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

10 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

10 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

21 upvotes

4 Replies

dambra

Participant | Partner

July 06, 2022

I'd love to see this as well. Our sales team was using some of the standard properties incorrectly and entered data into the incorrect property. It's...read more

CaitlinRyan on August 24, 2017

Country code drop down for phone number in forms

We need to know the country code of all numbers submitted through our forms. It would be ideal if there was a country code drop down to select from that we could have on our web forms This is what HubSpot has on their forms on their website

Reply Idea Contacts & Companies Forms

206 upvotes

75 Replies

dambra

Participant | Partner

June 21, 2022

I agree with both the OP and Jon_Sasala

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