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SJones7
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Member since ‎Jan 1, 2023
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Sara Jones

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JBohenko on July 20, 2022
Payments - Allow for a delay
Allowing for the ability to delay when a payment is initiated on a signed quote would be a big benefit. My partner and I are trying to use HS payments instead of signing and then setting up in Bill.com. However, to get customers we sometimes ne read more
Reply Idea Billing Payments
7 upvotes
5 Replies
SJones7
Participant
January 20, 2023
We upgraded to Hubspot Starter specifically for payment integration and found this is an extremely poor user experience for our company. It seems the...read more
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
68 upvotes
29 Replies
SJones7
Participant
January 20, 2023
This is a definite need. Not being able to cancel or edit a monthly quote once the client has signed can create a truly poor customer experience.
Champion on July 11, 2021
What OKR are you focusing on?
Objectives and key results (also known as OKRs) is a goal-setting system that helps to ensure that the company focuses efforts on the same important issues throughout the organization. What is the main OKR you're focusing on right now? *To read more
Reply Discussion
142 upvotes
556 Replies
SJones7
Participant
January 13, 2023
We are currently a small company of two. In order to meet our revenue goals for the year, our OKR is to bring on 2-3 new clients each month.
Champion on July 11, 2021
What's your company's purpose?
Inbound is all about making your company easy to find for the people who need your help. But before you can do that, you need to understand the job your company was founded to do. So why was your company founded? What mission was it created to fulf read more
Reply Discussion
163 upvotes
636 Replies
SJones7
Participant
January 03, 2023
In early 2020, my partner and I (both musicians) had planned a tour with stops in several states. When the pandemic forced venues to shut down, we st...read more
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