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jlin2045
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Member since ‎Aug 25, 2022
  • solutions
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  • Upvotes Given
    12
  • Upvotes Received
    6
  • Ideas
    2

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Jessica Lin

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jlin2045 on June 14, 2023
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.
6 upvotes
5 Replies
jlin2045 on May 03, 2023
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
jbolger90 on February 03, 2022
It seems that there is no way to sort and organize line items within product libraries. Products are sorted based on import or create date within HubSpot. My company builds product libraries and folders based off a tiered pricing approach (I.E read more
120 upvotes
62 Replies
Member
January 20, 2023
+1 Definately needed to be able to sort by either Name or SKU.
SuccessHackerAM on September 29, 2020
We sell a number of products from our product catalog that have a minimum purchase quantity. My ask is for the ability to set a default quantity at a product line level so when those products are added to a deal, that default quantity is set, but ca read more
11 upvotes
4 Replies
Member
January 20, 2023
+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
bryceanelson on April 08, 2021
We've started to lean heavily on the Target Accounts tool and review the target accounts as sales teams on a regular basis. We'd like to have company owner visibility in this table to facilitate these discussions as well as any time anyone is lookin read more
55 upvotes
19 Replies
Member
August 25, 2022
I agree and upvote for being able to choose fields/filters within the table.
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