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jlin2045
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Member since ‎Aug 25, 2022
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  • Upvotes Received
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Jessica Lin

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jlin2045 on June 14, 2023
quote based trigger for "published"
It would be nice to have the option to trigger a workflow based on if a quote has been published or not. We are trying to tie this to "deal stage" and have the stage listed as "quote issued" automatically.
Reply Idea Workflows
22 upvotes
14 Replies
jlin2045 on May 03, 2023
Keep quote links accessible to HubSpot users, even after expiry
I understand that expired quotes cannot be accessed by external users (eg. clients) using the link, however it would be great to enable HubSpot users from our team to access the quote using the link, even past the expiry date. These quotes are refer read more
Reply Idea Products and Quotes
3 upvotes
0 Reply
jlin2045
Member
January 20, 2023
Reply to Ability to Organize and Sort Line Items within Product Library
+1 Definately needed to be able to sort by either Name or SKU.
jlin2045
Member
January 20, 2023
Reply to Default Quantities for Products
+1 We have set fees that are added to quotes and it would be nice to have set quantities for these fees so our reps know not to increase the quanti...read more
jlin2045
Member
August 25, 2022
Reply to Edit columns in Target Accounts
I agree and upvote for being able to choose fields/filters within the table.
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