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Looma_Cat
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Member since ‎Jul 19, 2022
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Looma_Cat on February 22, 2023
Quote URLs in Custom Report Builder
Hello! I'd like to pull a table report onto a dashboard for my sales team that includes the URL to each Quote. None of the fields in the Custom Report Builder for Quotes offer the URL (closest thing is the Quote PDF download link which isn't helpful read more
Reply Discussion Enterprise Reports Workaround
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Looma_Cat on January 13, 2023
Time between field rounding issue in custom report
Hello! I'm working on a simple vertical bar chart with goal line custom report and running into issues with a calculated "time between" field. Within chart settings, I'd like to select a precise # of days for my min/max but it always rounds the read more
Reply Discussion
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Looma_Cat on November 17, 2022
eSign Date displaying incorrectly as Dec 31, 1969
Hi all! We're implementing Hubspot Quotes and using the esignature functionality but I noticed the eSign Date personalization token is not functioning correctly. For all created, published, and signed Quotes the eSign Date is displayed as Decemb read more
Reply Discussion How-To Professional Sales
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Looma_Cat on October 31, 2022
Modify eSignature module on custom Quotes template
Good morning! I've created a custom Quote template and wondering if it's possible to modify or create a new quote_signature module that will allow me to re-format the esignature box from this: To this: Greatly appreciate your he read more
Reply Discussion Developer
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