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FernandoVW
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Fernando Vidal Wagner

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kayo en Febrero 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
Responder Idea Deals
39 Me gusta
13 Respuestas
FernandoVW
Miembro
Febrero 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 ...Leer más
ECosters en Febrero 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 Leer más
Responder Idea Deals Sales Reporting
36 Me gusta
3 Respuestas
FernandoVW
Miembro
Febrero 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. ...Leer más
btsp en 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 Leer más
Responder Idea Contacts & Companies Deals Meetings
7 Me gusta
5 Respuestas
FernandoVW
Miembro
Febrero 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...Leer más
WorkflowNinja en Diciembre 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 Leer más
Responder Idea Products and Quotes
14 Me gusta
4 Respuestas
FernandoVW
Miembro
Febrero 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...Leer más
FinallyMatt en Julio 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 Leer más
Responder Idea Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
105 Me gusta
33 Respuestas
FernandoVW
Miembro
Febrero 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...Leer más
FernandoVW en Febrero 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 Leer más
Responder Idea Products and Quotes
21 Me gusta
8 Respuestas
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