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AAmento
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Member since ‎Jan 9, 2023
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zbrajnovic on September 18, 2019
Replace email verification for eSignature with unique URL
Submitting this idea on behalf of the customer. Here is the description of the issue he is experiencing: The current quote eSignature process doesn't have the ability to generate unique URLs for each signer, so as a workaround it asks the signer t read more
Reply Idea Products & Quotes
117 upvotes
38 Replies
AAmento
Member
December 13, 2023
The only solution to this that I have found is emailing the quote link and outlining the steps for "verify to sign" in both the body of the quote and...read more
RuneDekker on March 27, 2023
Customise email confirmation meetings
It would be great to be able to customise the confirmation email someone gets when he booked a meeting with the meetings feature in the Sales CRM. In this confirmation, we could add a personalised message and maybe some questions in preparation read more
Reply Idea Meetings
4 upvotes
3 Replies
AAmento
Member
August 15, 2023
I second this. I have found my prospects desperately need the meeting invite (for us it is Zoom) to be included within all of the confirmation/remind...read more
zbrajnovic on September 18, 2019
Replace email verification for eSignature with unique URL
Submitting this idea on behalf of the customer. Here is the description of the issue he is experiencing: The current quote eSignature process doesn't have the ability to generate unique URLs for each signer, so as a workaround it asks the signer t read more
Reply Idea Products & Quotes
117 upvotes
38 Replies
AAmento
Member
December 13, 2023
The only solution to this that I have found is emailing the quote link and outlining the steps for "verify to sign" in both the body of the quote and...read more
zbrajnovic on September 18, 2019
Replace email verification for eSignature with unique URL
Submitting this idea on behalf of the customer. Here is the description of the issue he is experiencing: The current quote eSignature process doesn't have the ability to generate unique URLs for each signer, so as a workaround it asks the signer t read more
Reply Idea Products & Quotes
117 upvotes
38 Replies
AAmento
Member
December 13, 2023
The only solution to this that I have found is emailing the quote link and outlining the steps for "verify to sign" in both the body of the quote and...read more
adamcowperthwai on July 24, 2020
Manual Track a Meeting back to a Sequence
If a customer books a meeting using your Hubspot Meetings hyperlink it automatically attributes that meeting back to the 'Sequences' 'Meeting Rate'. There are many times that a customer replies to your request for a meeting, and books a meeting read more
Reply Idea Sequences
73 upvotes
18 Replies
AAmento
Member
March 10, 2023
Yes, this needs to be a functionality - espcially since calls are steps within a sequence. In order to get accurate reporting for sequence success an...read more
Parto on December 22, 2016
Zendesk tickets on company view
Hi, It's really easy to integrate with Zendesk, however when a new ticket is created its only showing up under the specific contact and not company view. If a sales person wants to see if anything has happend before entering a meeting wi read more
Reply Idea Integrations
35 upvotes
18 Replies
AAmento
Member
February 14, 2023
I have created a workflow to post a task on the company page which tags the contact the ZD ticket is created under. It will also email my sales team....read more
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