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MHarling
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Member since ‎Feb 3, 2022
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Mary Harling

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MHarling on July 07, 2025
Move template selection to beginning of quote creation process
The flow for creating a new quote is clunky. The user clicks through the steps, makes changes/additions, and THEN selects a template. The template could possibly edit the information and layout the user is expecting to see or they could even make ch read more
Reply Idea Products and Quotes
1 upvote
0 Reply
MHarling
Member
April 23, 2025
Reply to Create a setting to turn off autosave feature
Yes, yes, yes to needing account or user level controls to enable this or leave it disabled. It's one thing to train a team to update certain fields ...read more
MHarling on December 17, 2024
Show email templates in folders in Outlook extension
When using the sales extension in Outlook, it's great that you can use the email templates already set up in HubSpot. It would be even better if these templates displayed in their folder so they could be located quicker.
Reply Idea Sales Email Extensions & Add-Ins Snippets & Templates
3 upvotes
1 Reply
MHarling
Member
February 03, 2022
Reply to Moving emails between Business Units
Yes, this is a big need. As we begin the transition to business units, the idea of recreating emails and updating workflows so the email has the corr...read more
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