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Strumdrum
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Member since ‎Oct 3, 2022
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GardenRooms on September 17, 2020
Can I display the buyer address in a Quote?
I want to add in the Buyer's Address (already in the Contact record) into the Quote. Doesn't appear to be an option. Only defaults to name and email. Is there a workaround?
Reply Discussion Deals
0 upvote
9 Replies
Strumdrum
Participant
August 30, 2023
Hi GardenRooms, I've found a great solution! You can edit the quote template and find a template where the comments section is at the top. I beli...read more
Solved
GardenRooms on September 17, 2020
Can I display the buyer address in a Quote?
I want to add in the Buyer's Address (already in the Contact record) into the Quote. Doesn't appear to be an option. Only defaults to name and email. Is there a workaround?
Reply Discussion Deals
0 upvote
9 Replies
Strumdrum
Participant
August 30, 2023
Hi GardenRooms, I've found a great solution! You can edit the quote template and find a template where the comments section is at the top. I beli...read more
Invorio on May 24, 2017
Sync Tasks with Calendar (Google/Outlook)
When I schedule a task (eg call) I'd like a check box to show the task in Google Calendar (like meetings, but without mailing the contact).
Reply Idea Integrations Tasks
698 upvotes
240 Replies
Strumdrum
Participant
August 04, 2023
Progress! HubSpot has introduced a new feature called Prospecting that includes a view of your synced calendar. It's locked behind Sales Pro and it's...read more
traviskl on July 06, 2022
Set Line Item property in Workflows
It would be incredibly helpful to have the ability to set a line item property in a workflow using the "Set property value". Currently, "Line Item" is not an option. This would help us as we have revenue reporting fields on our line items/produc read more
Reply Idea Products and Quotes
67 upvotes
23 Replies
Strumdrum
Participant
July 25, 2023
Yes, please! Line item properties can be used to trigger workflows, so why can't we have access to those data ojbects in the workflow action? Our com...read more
abbyghattas on December 31, 2019
Automate Workflow From Playbook Submission
I would like to be able to automate a workflow when a playbook is saved to a contact or a deal. For example, if I use a playbook to help sales walk through a purchase order or lead submission to another department, I would like to be able to automat read more
Reply Idea Workflows
144 upvotes
36 Replies
Strumdrum
Participant
May 23, 2023
I feel like this request has enough traction to warrant a response from the HubSpot team. Count me in the same group that would really like to see wo...read more
NilsK on January 02, 2020
Automatic adding of TAX (VAT) when creating quotes
We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes
Reply Idea Products & Quotes
448 upvotes
164 Replies
Strumdrum
Participant
May 04, 2023
I've spent the last several months incoporarting and training my employees on HubSpot. I've finally got to the point where I can turn to the quotes f...read more
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