Member since ‎Aug 5, 2022
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Nicole Moore

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Nikki_Mo on November 02, 2022
Add option for "payments" as an option for the Default Home Page please. It would be easier for our accounting dept 🙂
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Nikki_Mo on October 27, 2022
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
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Nikki_Mo on October 06, 2022
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
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KNye on January 21, 2022
The new Hubspot payment is an awesome feature that we were super excited to use, especially since it allows for ACH payments. Unfortunately we realized it won't allow you to charge any taxes in your quote if you want to use Hubspot Payments. This is read more
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September 30, 2022
Automated U.S. Sales Tax thread as we would like automated taxes too 🙂 more
Nikki_Mo on September 30, 2022
We are currently rolling out a consumer model to one of our locations so having to manually add a line for tax is not that cumbersome. We do plan to roll out to additional areas and removing the human error from any of our locations across the US w read more
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dfuhrmann on March 15, 2022
Is there a way or would it be possible to add the Buyer Company Logo to the customized quotes template. You have the option to choose Buyer Company Name, Buyer Company Main Address, Buyer Company city, state, zip, Buyer Company Country. Why not ha read more
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September 28, 2022
i would also like this ability
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