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wendyyes
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Member since ‎Mar 15, 2022
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Wendy Santarossa

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SamuelBanks on March 02, 2022
Associate Line Items to Tickets
Hey HubSpot We are strong advocates of the Products/Line Items feature in HubSpot and offers great context behind deals. What we're finding with clients and ourselves alike, is the functionality request to be able to associate Products to Tickets read more
Reply Idea Products and Quotes Tickets
76 upvotes
25 Replies
wendyyes
Member
September 07, 2022
Agree - please add line items to tickets!
susanmartin2006 on May 12, 2021
Attach documents from object record to email
I'd love to be able to attach to an email (sending from HubSpot) a document (like a scanned in PDF) that is under the "attachments" section in a company, contact, deal, or ticket record. For example, when our A/R department attaches a PDF of a paid read more
Reply Idea Deals
11 upvotes
6 Replies
wendyyes
Member
September 07, 2022
Agree. When adding an image or attachment in emails, surely 'choose existing' should pop up and offer us the items alreay in 'attachments' in th...read more
wendyyes on March 15, 2022
Ticket association when creating a deal
When creating a new deal at the moment we can only associate Companies or Contacts. Can you add the provison to 'Associate Deal' Tickets too? Thanks Wendy
Reply Idea Deals
3 upvotes
2 Replies
wendyyes
Member
March 15, 2022
To clarify - Can you add the provison to 'Associate Deal' Tickets too? I mean can we have the provision to associate Companies, Contacts, AND ...read more
wendyyes on March 15, 2022
Ticket association when creating a deal
When creating a new deal at the moment we can only associate Companies or Contacts. Can you add the provison to 'Associate Deal' Tickets too? Thanks Wendy
Reply Idea Deals
3 upvotes
2 Replies
wendyyes
Member
March 15, 2022
To clarify - Can you add the provison to 'Associate Deal' Tickets too? I mean can we have the provision to associate Companies, Contacts, AND ...read more
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