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courtney_hickey
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Member since ‎Mar 7, 2022
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Courtney Hickey

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AKumarSci on April 03, 2023
Create quote - With terms less than a year but billed annually
Hi, Case Ex:- I wanted to create a quote with a term value equal to 7 months but billed annually and not monthly. I am unable to create this and receiving an error, as the term should be in multiple billing frequencies. If I choose the bill read more
Reply Discussion Deals
0 upvote
2 Replies
courtney_hickey
Contributor
April 03, 2023
I have this split into two SKUs, one for proration/one-time fee with correct term months and a second for ARR and a full year. The problem with t...read more
Solved
PBaxter on May 21, 2021
Using import to add additional domains to a company
Hello, I have a long list of alternative domains that I want to attach to companies - for example, on my record KPMG, I have kpmg.co.uk; kmpg.ie; kmpg.fr; kpmg.ie... Does anyone know if there is a way to use import to add those domains? read more
Reply Discussion Enterprise
2 upvotes
4 Replies
courtney_hickey
Contributor
February 17, 2023
This is a CONSTANT struggle I face when trying to keep my data clean. It would be so helpful to be able to import multiple domains to a single compan...read more
jbolger90 on February 03, 2022
Ability to Organize and Sort Line Items within Product Library
It seems that there is no way to sort and organize line items within product libraries. Products are sorted based on import or create date within HubSpot. My company builds product libraries and folders based off a tiered pricing approach (I.E read more
Reply Idea Products and Quotes
66 upvotes
40 Replies
courtney_hickey
Contributor
October 18, 2022
Agree, would like to sort by SKU and have that be the sales team default view. Time consuming to recreate the library each time to ensure it makes se...read more
Solved
LMeier61 on June 23, 2022
Billing frequency and terms on HubSpot Quotes
Our usual billing frequency is annually. But from time to time we also have customers who wants to use the license for 18 months. HubSpot doesn't allow me to save/create quotes with an annual billing frequency and a term not equal to 12 or a mult read more
Reply Discussion Deals Sales
3 upvotes
4 Replies
courtney_hickey
Contributor
June 30, 2022
I call TCV "Full Contract Total" to avoid confusion that there is a value which is different from a price. (Often times in marketing we see ex: $50 v...read more
Solved
LMeier61 on June 23, 2022
Billing frequency and terms on HubSpot Quotes
Our usual billing frequency is annually. But from time to time we also have customers who wants to use the license for 18 months. HubSpot doesn't allow me to save/create quotes with an annual billing frequency and a term not equal to 12 or a mult read more
Reply Discussion Deals Sales
3 upvotes
4 Replies
courtney_hickey
Contributor
June 30, 2022
I call TCV "Full Contract Total" to avoid confusion that there is a value which is different from a price. (Often times in marketing we see ex: $50 v...read more
courtney_hickey on June 10, 2022
Option to Have Quote Title Default Blank
Currently the quote title defaults to the deal name, which defaults to Company Name - New Deal. We have internal facing information in our company and deal naming conventions. Reps sometimes forget to edit the deal title to remove this inform read more
Reply Idea Products and Quotes Properties
0 upvote
0 Reply
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