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Sarah_g
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Member since ‎Oct 26, 2022
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
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Sarah_g on October 24, 2023
Website Migration- Webflow to HubSpot
Hello All! We currently host our website on Webflow, but due to budget cuts, we will soon not have a web developer. I don't know how to code, I know enough to be dangerous in Canva and things that feel like graphic design or websites for dummies read more
Reply Discussion Blog Landing Pages Website Pages
1 upvote
1 Reply
Lucila-Andimol on June 15, 2021
Cancel or Delete Approved/Signed Quotes
Sometimes when a deal is closed won, with an approved/sign quotes changes must be made (because of a sales misunderstanding or error) Even if the sales team create a new quote for approval, this old quote need to be canceled. We need this functi read more
Reply Idea Products and Quotes Sales Documents
109 upvotes
51 Replies
Sarah_g
Participant
September 20, 2023
Coming back to this thread because I just noticed an "Archive" button on my quote tool.... is it happening? I don't want to get too excited but does ...read more
Sarah_g on September 19, 2023
"Discounts fees and taxes are only allowed on quotes if at least one item is billed at checkout"
The fiscal year is coming up, and we're having issues with the quote tool not allowing us to delay billing without requiring the customer to pay for shipping now. Shipping fees will not change just because the billing start date is a few weeks from read more
Reply Idea Products and Quotes
1 upvote
0 Reply
Lucila-Andimol on June 15, 2021
Cancel or Delete Approved/Signed Quotes
Sometimes when a deal is closed won, with an approved/sign quotes changes must be made (because of a sales misunderstanding or error) Even if the sales team create a new quote for approval, this old quote need to be canceled. We need this functi read more
Reply Idea Products and Quotes Sales Documents
109 upvotes
51 Replies
Sarah_g
Participant
September 20, 2023
Coming back to this thread because I just noticed an "Archive" button on my quote tool.... is it happening? I don't want to get too excited but does ...read more
Sarah_g on July 17, 2023
Round Robin doesn't look at multiple time zones
We would like for round-robin links to look at the availability of team members who sit in different time zones. We have people spread out across the country and we want the meeting link to respect the specific reps' timezone, rather than the timez read more
Reply Idea Meetings
4 upvotes
2 Replies
Solved
Sarah_g on May 04, 2023
HubSpot for Product management- switching from Monday.com
Hello, our team currently uses Monday.com to keep track of things like billing, shipping, installation, onboarding and design work. We would like to shift this over to HubSpot and get rid of Monday altogether (we use custom fields and based on what read more
Reply Discussion best practices
1 upvote
4 Replies
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