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SamB1
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Member since ‎May 12, 2022
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Activity

TobiasBojesen on November 23, 2022
ability to copy (custom) line items to a new deal in a workflow
Hi Hubspot I would like to be able enroll a deal in a workflow and dublicate the deal AND the line items associated with the original deal. Ideally being able to filter on which line items to copy, but as a start just to copy those line items w read more
Reply Idea Products and Quotes Workflows
3 upvotes
2 Replies
SamB1
Participant
May 18, 2023
Same user case as @TobiasBojesen and @AndyPurple
suziedugger on October 21, 2020
Copy Product Information
Now that we're able to add custom fields/properties to products there is a need to be able to copy and/or associate that property to other HubSpot objects. For instance, I have color variants for a product but I can't get that to copy or asso read more
Reply Idea Products and Quotes
206 upvotes
42 Replies
SamB1
Participant
May 18, 2023
We use workflows to copy a sales deal into an onboarding deal pipeline, currently we have to manually add the line items, we need to be able to copy ...read more
Solved
aljones on October 14, 2022
Can no longer change the Ticket Pipeline at form entry
Since last week all of our forms have been defaulted to our first Ticket Pipeline, and we cannot see a way to change the defaul pipeline in the various screens. It just round robins us back in circles and there is no way we can remove the form submi read more
Reply Discussion
0 upvote
4 Replies
SamB1
Participant
February 17, 2023
I am also keen to understand how to do this - I need the tickets to go to different pipelines and cannot find the settings
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 read more
Reply Idea Deals Products & Quotes Workflows
652 upvotes
180 Replies
SamB1
Participant
November 02, 2022
Hi All Thanks for your suggestions. We really need it within Hubspot for now we have found a workaround that requires fewer steps however the ab...read more
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 read more
Reply Idea Deals Products & Quotes Workflows
652 upvotes
180 Replies
SamB1
Participant
November 02, 2022
Hi All Thanks for your suggestions. We really need it within Hubspot for now we have found a workaround that requires fewer steps however the ab...read more
nicolerohrer on May 15, 2020
Customize the Billing Frequency options when creating a new product
Some customers have alternative billing situations for their products that do not fit within our current billing frequency options below. It would be nice if they had the option to create other intervals. One customer needs a five year option for ex read more
Reply Idea Products & Quotes
270 upvotes
140 Replies
SamB1
Participant
May 30, 2022
We would like the option to hide the billing start date as we do it from contract signed date and not a predetermined date
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