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Nikki_Mo
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Member since ‎Aug 5, 2022
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Nikki_Mo on September 20, 2023
Allow users to cosign without email verification
Currently when you assign a co-signer from within your available pool of users they have to go through this arduous process to accept the quote. I'd like to see in a future release co-signers can do it from within HubSpot or get a push verification read more
Reply Idea Products and Quotes
1 upvote
0 Reply
Nikki_Mo on July 28, 2023
Workflows for Product Integrations
We have a product integration with CW PSA formerly CW Manage and I would love to see the ability to create product workflows for the things coming in through the integration. Currently it's a pain in the butt task that has to be performed. 1. go read more
Reply Idea Products and Quotes Workflows
1 upvote
0 Reply
Nikki_Mo
Member
March 23, 2023
Reply to Manually mark invoice as paid
Is this something that's on the roadmap for 2023? We need to be able to mark things as paid that are paying by check
Nikki_Mo on November 02, 2022
Add option to Default Home Page
Add option for "payments" as an option for the Default Home Page please. It would be easier for our accounting dept 🙂
Reply Idea Account Settings
0 upvote
0 Reply
Nikki_Mo on October 27, 2022
Date Picker for Sequence Steps
There is currently a date picker for the first date in a sequence, but sometimes i want the last date in the sequence to be a specific date too. We host webinars so i want the final email to be a reminder of the event on the event date. currently read more
Reply Idea Sequences
1 upvote
0 Reply
Nikki_Mo on October 06, 2022
ConnectWise Integration - Import Agreements into HubSpot
ConnectWise has an area where we track agreements. According to a HubSpot product expert Agreements in ConnectWise are their own object. In future, i'd love to be able to access these agreements and sort them in HubSpot Ref. Ticket # 10805614 read more
Reply Idea APIs
0 upvote
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