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FernandoVW
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Member since ‎Jan 27, 2022
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Fernando Vidal Wagner

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Activity

kayo on February 01, 2022
Associate multiple companies with a quote
Hi guys, It would be great to show multiple companies in one quote template (today I can show only one company) Thanks
Reply Idea Deals
39 upvotes
13 Replies
FernandoVW
Member
February 25, 2022
Upvote! Definitely, when I can associate multiple companies to a Deal, why not creating quotes for them? It works with contacts but not with ...read more
ECosters on February 14, 2022
Reporting & List view on ALL Associated Companies to deals
You should be able to see the company name of all companies that are associated to a deal in the deals list view as well as in the reporting. Currently it shows "2 records" in the column "Associated Companies". The same should be possible in a repor read more
Reply Idea Deals Sales Reporting
36 upvotes
3 Replies
FernandoVW
Member
February 24, 2022
Upvote! The new association labels are great, but the different companies or contact roles should be treated in a deal like multiple properties. ...read more
btsp on May 28, 2021
Changing auto-association behavior which is hostile to B2B2B workflows
We are using HubSpot for B2B2B sales, insurance being sold via broker/agent partnerships. This means many Deals with one Deal Contact, where each deal has ABSOLUTELY NOTHING to do with other deals and should be kept completely separated. We are read more
Reply Idea Contacts & Companies Deals Meetings
7 upvotes
5 Replies
FernandoVW
Member
February 20, 2022
Upvote! Definitely when dealing with large amounts of deals with a single customer, this brings confusion in the contact, company and deal activi...read more
WorkflowNinja on December 10, 2020
Default Product Discounts
Hello, I would love to see the ability to set default discounts on certain products, to avoid reps having to edit the line items each time to add the discounts we use frequently on specific products. Ideally, this would be set on the product lev read more
Reply Idea Products and Quotes
14 upvotes
4 Replies
FernandoVW
Member
February 18, 2022
Upvote! I would like to have the possibility of completely deactivate the discount on certain products, both in the line item and in the global q...read more
FinallyMatt on July 02, 2020
Option for Deal value to sync with discounted Quote values
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should! The trouble is, right now it doesn't. Custom read more
Reply Idea Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
105 upvotes
33 Replies
FernandoVW
Member
February 18, 2022
Upvote! This is a very important feature for us. Forecasts are heavily deviated if its not refelected! Each global discount, fee or TAX shoul...read more
FernandoVW on February 16, 2022
Associate discount to company
We have several types of partner (premium, standard dealers...) which have different discount levels (in %). These discounts are per line item. It would be very useful to be able to associate a discount % to a specific company and that this is auto read more
Reply Idea Products and Quotes
21 upvotes
8 Replies
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