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simoncripps
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Member since ‎Dec 18, 2017
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Simon Cripps

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TGrabert on December 18, 2020
We can access templates for emails but cannot access anything in our playbooks. That makes no sense to me. If I'm mobile and want to send something from playbook like an agreement after a call to customer, I have to go outside the HubSpot to email read more
38 upvotes
17 Replies
Member
September 28, 2022
+1 really needed
JasonTisdall on October 29, 2020
This would essentially allow us to create a unique job number with each new deal. It would be so useful and would then be used as the root for a whole range of quotes and orders. There is a similar request here https://community.hubspot.com/t5/ read more
56 upvotes
38 Replies
Member
September 27, 2022
Yet another upvote for this feature
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simoncripps on June 30, 2022
Hi, I'm trying to create a quote with snippets that include personalised tokens. However, these are not coming through. I have deleted and reinserted the token into the snippet and this does not work. The deal does have the Contact and company as read more
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