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MDowgwillo
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Member since ‎Mar 16, 2022
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Matthew Dowgwillo

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RFlynn on November 22, 2023
Invoice Association to Custom Objects
It is important for us to be able to assocate an invoice to a custom object. At present it doesn't seem this is possible.
Reply Idea Custom Objects
12 upvotes
4 Replies
MDowgwillo
Contributor
January 05, 2024
Yes, I agree. 1. I created a custom Inovice Property https://knowledge.hubspot.com/crm-setup/manage-your-properties But. it is not in my in...read more
KGood1 on September 22, 2023
Shipping Addresses on Invoices
I mean... this is invoicing 101. Some of our customers have differing billing/shipping addresses. Until this is added we may have to downgrade and use a dedicated invoicing software.
Reply Idea Payments
4 upvotes
2 Replies
MDowgwillo
Contributor
January 05, 2024
Upvoted
vanessahunt on July 07, 2020
Controlling and dependent property attributes needed
In Salesforce CRM you're able to define 'controlling' and 'dependent' fields in order to manage the selection of values between two fields that are related to one another i.e. Region and Country. If I select the region 'EMEA', then I need the 'Count read more
Reply Idea Reports
114 upvotes
21 Replies
MDowgwillo
Contributor
August 03, 2023
I got a message about 5 months ago regarding testing this feature but have not seen anything live yet (I did not make it in time to do the test). Hope...read more
Solved
HubSpotMaster on January 18, 2019
Google Forms + HubSpot
My reps collect data in Google Forms in the pre sales process. Does anyone have any ideas about how to save this down into the deal? Should I make properties to store the answers in, save down a PDF of the responses? Anyone else use Automa read more
Reply Discussion
2 upvotes
17 Replies
MDowgwillo
Contributor
May 30, 2023
Question though. What if the form is data that I don't necessarily have as a contact property? Like, say, a traing doc-contract signed via googl...read more
Solved
EvanBlair on December 16, 2021
User adjusted quantities with payment links?!
Creating a payment link for a product is pretty straightforward (and a great new feature). However, we sell our products in per / user licenses and there doesn't seem to be a way to let the customer select how many of the licenses (products) they ne read more
Reply Discussion CRM
2 upvotes
11 Replies
MDowgwillo
Contributor
December 09, 2022
I see. Looks easy thanks! Unfortunately, Here is what I see: Edit Item: NEW LINE ITEM
Solved
EvanBlair on December 16, 2021
User adjusted quantities with payment links?!
Creating a payment link for a product is pretty straightforward (and a great new feature). However, we sell our products in per / user licenses and there doesn't seem to be a way to let the customer select how many of the licenses (products) they ne read more
Reply Discussion CRM
2 upvotes
11 Replies
MDowgwillo
Contributor
December 09, 2022
I see. Looks easy thanks! Unfortunately, Here is what I see: Edit Item: NEW LINE ITEM
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