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ssaiz
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Member since ‎Jan 8, 2022
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Sergio Saiz

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shiling on March 06, 2019
Configure quote number format
Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. read more
Reply Idea Deals
221 upvotes
104 Replies
ssaiz
Member
February 15, 2024
Honestly, this feature is basic. It's unbelievable that a software like HubSpot doesn't fix this basic yet significant deficiency
Mr_E on October 18, 2017
Admin login as other user
The admin account should have the ability to login as other user accounts. This would allow the admin to change the various settings, like notifications, that can only be changed at the user level. Great time and user frustration saver
Reply Idea Account Settings
190 upvotes
84 Replies
ssaiz
Member
September 27, 2022
He, Will arrive this feature to the Pro License? Since you have force all the users to use the 2FA, I can't enter in to my teams accounts, what is b...read more
shiling on March 06, 2019
Configure quote number format
Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. read more
Reply Idea Deals
221 upvotes
104 Replies
ssaiz
Member
February 15, 2024
Honestly, this feature is basic. It's unbelievable that a software like HubSpot doesn't fix this basic yet significant deficiency
shiling on March 06, 2019
Configure quote number format
Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. read more
Reply Idea Deals
221 upvotes
104 Replies
ssaiz
Member
February 15, 2024
Honestly, this feature is basic. It's unbelievable that a software like HubSpot doesn't fix this basic yet significant deficiency
shiling on March 06, 2019
Configure quote number format
Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. read more
Reply Idea Deals
221 upvotes
104 Replies
ssaiz
Member
February 15, 2024
Honestly, this feature is basic. It's unbelievable that a software like HubSpot doesn't fix this basic yet significant deficiency
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
Reply Idea Deals Products & Quotes Workflows
651 upvotes
180 Replies
ssaiz
Member
February 01, 2022
Really good idea and completely necessary! Thanks!!!
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