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KelHill
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Member since ‎Dec 23, 2021
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Kel Hill

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KelHill on May 28, 2024
Enable control of signature order on quotes
When specifying who must sign a Quote, it would be useful to be able to also specify routing in a specific order — who must sign first, second,, third and so on. Currently our internal co-signature is only requested after the customer has signed, b read more
Reply Idea Products and Quotes
1 upvote
0 Reply
maddyp on October 18, 2021
Deal Line Item Editor Personal / Global Column Preferences
The columns and their order in the line item editor are the same for all users of a HubSpot instance. Additionally, a nyone can make a change that will affect all users. Instead, users should be able to set their own preferences without making glob read more
Reply Idea Products and Quotes
16 upvotes
5 Replies
KelHill
Member
May 28, 2024
Agree that user column preferences should be personal, not global. Admins should also be able to configure which columns are 'standard' for the butto...read more
jmoss on February 14, 2020
Filtering snippets
When using snippets in emails, it would be great to filter by team, job function, indivitual, etc. I currently have to scroll through a long list of snippets created by others in order to find the ones that pertain to me. We are working on cre read more
Reply Idea Snippets & Templates
31 upvotes
15 Replies
KelHill
Member
May 07, 2024
Very much needed to filter different types of snippets for each type of field where snippets can be used. It is painful to find the right snippet whe...read more
nicolerohrer on May 15, 2020
Customize the Billing Frequency options when creating a new product
Some customers have alternative billing situations for their products that do not fit within our current billing frequency options below. It would be nice if they had the option to create other intervals. One customer needs a five year option for ex read more
Reply Idea Products & Quotes
292 upvotes
147 Replies
KelHill
Member
April 05, 2024
Billing Frequency is different from Pricing Model per Product. These should be two different fields. We have some products that have a setup fee...read more
KelHill on September 29, 2023
Enable product pricing 'per transaction' and 'per user'
Many software products or product components charge a fee per transaction, or a fee per user, rather than a flat fee per month. It would be very helpful if such pricing schemes could be configured in products and in line items on quotes.
Reply Idea Products and Quotes
2 upvotes
0 Reply
Lucila-Andimol on June 15, 2021
Cancel or Delete Approved/Signed Quotes
Sometimes when a deal is closed won, with an approved/sign quotes changes must be made (because of a sales misunderstanding or error) Even if the sales team create a new quote for approval, this old quote need to be canceled. We need this functi read more
Reply Idea Products and Quotes Sales Documents
114 upvotes
51 Replies
KelHill
Member
September 20, 2023
Archiving is not the same thing as deleting. We do not want unusable quotes to be simply archived, where they will be mixed in with valid quotes. The...read more
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