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MShah2022
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Whitend75 en Septiembre 05, 2019
Quote Approval - Multiple Approvers
We love the new Quote Approval function, but would like to be able to have more than a single approver. There are several reasons why: 1) If the approver is out for an extended time, it would be important for them to easily be able to delegate Leer más
Responder Idea Products & Quotes
234 Me gusta
64 Respuestas
MShah2022
Participante
Febrero 01, 2024
Hi there, For a B2B business, having multiple quote approvals is a pretty basic need. I see that this topic was taken into planning in 2020. But ...Leer más
LLuik en Noviembre 29, 2022
Line items 'Billing Start Date' property
Hello! Does anyone know how I can a) change the wording of the property 'Billing Start Date' & b) if it is possible to remove the option 'At Paymet'. Thanks so so much in advance!!
Responder Conversación
0 Me gusta
6 Respuestas
MShah2022
Participante
Noviembre 01, 2023
Hi, I have a similar issue but the solution doesn't work for me. When I made edits on the global terms for Billing start date, HubSpot completely re...Leer más
lalexander en Noviembre 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 Leer más
Responder Idea Deals Products & Quotes Workflows
652 Me gusta
180 Respuestas
MShah2022
Participante
Agosto 17, 2023
Absolutely need. It would solve a lot of our problems. Currently we are doing this using Custom codes, but i would really like this functionality to ...Leer más
MShah2022 en Agosto 15, 2023
Create mandatory properties post deal creation
Hi Team, We constantly face issues with quality control with regards to our sales teams. It would be great to have mandatory properties functionality after a deal record is created as not everything regarding a deal is known at the time of dea Leer más
Responder Idea Deals
0 Me gusta
0 Respuestas
HSymonds en Marzo 22, 2021
Dependent Properties
It woudl be extremely helpful if you could have dependent properties. So if a certian field in a proeprty is selected there is the option of another relaetd property showing or appearing below. This would mean that my team is only filling in relevan Leer más
Responder Idea Properties
99 Me gusta
17 Respuestas
MShah2022
Participante
Julio 27, 2023
I can't beleive that this doesn't have more upvotes! This is a basic CRM maintenance topic. Why does it take HubSpot so long to take notice of this f...Leer más
SteveJenns en Marzo 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth Leer más
Responder Idea Contacts & Companies
1041 Me gusta
312 Respuestas
MShah2022
Participante
Junio 28, 2023
Hi Team, Do we have an ETA for this functionality? I have loads of use cases where these can be implemented and see a lot of value that this coul...Leer más
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