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Billseng
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Member since ‎Oct 26, 2022
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Bill Sengstacken

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Contributor
August 31, 2023
Yeah, that won't work, as we're talking about unique quotes for each relevant contact. Linking to one file is simple, but when a sequence is intended...read more
Contributor
August 31, 2023
Thanks for the reply, but I would need this to be done automatically, like with a personalization token. Each quote is unique, and it would be a prob...read more
Billseng on August 29, 2023
Hi- My company uses a non-HubSpot tool to create quotes for customers. When they are generated, they are then sent out from the other system to the customer, but we use the bcc method to capture the email and connect it to the contact's record. Wh read more
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Billseng on August 17, 2023
Hi- My company uses an on-premise Inventory Management System (IMS) called Acctivate (acctivate.com). It's also where all of our quotes are created and then emailed to our customers as a PDF attachment. Unfortunately, integrating Acctivate with read more
Contributor
August 17, 2023
We also need this. Presently, our team uses Acctivate (acctivate.com) to manage our inventory and to generate quotes. There's no integration availabl...read more
Contributor
August 16, 2023
Thanks for the idea, but I still can't see how, within a workflow, to expose a form to a contact, especially if I want to use it in a pop-up or slide...read more
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