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ACotter
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Member since ‎Sep 5, 2022
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Andrea Cotter

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jmoss on November 12, 2019
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
200 upvotes
82 Replies
Member
November 10, 2022
@ethankopit Is there any update regarding this topic? This would solve for a lot our sales process 😉
Honorable on January 10, 2021
When a file is uploaded through a Hubspot form, include that file in the Attachments section (on the right side) of the contact record that completed the form, regardless of file type. This will save considerable time and effort when attempting read more
39 upvotes
13 Replies
Member
September 05, 2022
+1 Sería muy interesante poder acceder desde el mismo perfil del negocio a los documentos relacionados para tener toda la información agregada. ...read more
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