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JVal0
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Janine Valencia

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lalexander on November 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 Beitrag ansehen
Antworten Idee Deals Products & Quotes Workflows
651 Likes
180 Antworten
JVal0
Mitglied
August 27, 2023
Yes, we would need this feature. Where a workflow is created and line items from the deal in a Pipeline will be copied against the deal to another Pi...Beitrag ansehen
JVal0 on Dezember 13, 2022
E-signature Limit for quotes
Quotes is an amazing tool to use in HubSpot. However, we have a limit of up to 150 e-signatures only per month. Everytime a new quote is published, whether it is recalled&edited, it adds to the count. I would like to have a way where it can Beitrag ansehen
Antworten Idee Payments
1 Likes
1 Antwort
jules-deskeo on August 20, 2020
Quotes : Remove limitations for eSignature
Hubspot built an amazing tool that allows sales rep to send quote that customers can accept by eSignature. It works perfectly fine, but it's limited to 10 (Pro) or 30 (Enterprise) signatures / month / user!30 eSignatures is clearly not enough for us Beitrag ansehen
Antworten Idee Products and Quotes
33 Likes
12 Antworten
JVal0
Mitglied
Dezember 13, 2022
HupSpot can also change the limit settings, when we delete either old unsigned / draft quote, it would free up space.
JVal0 on Mai 31, 2022
An option to display or use multiple currencies at the same time
We can only use one currency at a time on quotes. So I would like to request a feature where we can use both currencies at the same time without needing a web developer esp. on quotes. Would also need to show two currencies on Annual Contrac Beitrag ansehen
Antworten Idee Sales Reporting
0 Likes
0 Antwort
FlywheelKinetic on Januar 19, 2019
Set Custom Goals
As an Enterprise Sales customer, we should be able to set custom goals. I love that we can set goals for number of calls made, deals created or revenue but I'd also like to set goals for individual users based on Number of Deals Closed by Pipeline a Beitrag ansehen
Antworten Idee Deals Sales Reporting
140 Likes
52 Antworten
JVal0
Mitglied
Mai 12, 2022
agree 🙂 would really really need this feature
LHinton on Juni 27, 2022
Delegated sending: email from another user's connected email inbox
There should be a function for when you want to send one-on-one emails that you can have them be from someone else's account even when you are the one sending them. For example, I logged emails last week for my CEO to approve and once she approved t Beitrag ansehen
Antworten Idee Connected Email
13 Likes
16 Antworten
JVal0
Mitglied
April 12, 2022
At the moment, we can only send emails using our own account and select another user on Marketing Emails Can this feature be available in sending...Beitrag ansehen
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