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Shiran
Participant | Diamond Partner
Participant | Diamond Partner
Member since ‎Jan 15, 2018
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  • solutions
    1
  • Replies
    4
  • Upvotes Given
    84
  • Upvotes Received
    178
  • Ideas
    10

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Shiran Sugerman

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Activity

AS42 on April 27, 2021
Custom E-Signature Confirmation Mails for Quotes
This functionality can be used to optimize the customer experience by the sales teams while sending a quote with the e-signature function. When the e-signature option is selected for a quote created in Hubspot, the recipient of the quote sees a read more
Reply Idea Products and Quotes
76 upvotes
20 Replies
Shiran
Participant | Diamond Partner
December 01, 2023
This is something we really need. Sometimes we use the quoting tool to send things like SLAs or NDAs and it's key to be able to edit the wording on t...read more
Shiran on November 13, 2023
Set mandatory filter elements when creating a list
It would be great if we could set mandatory filters when creating a list, for example, when a user goes to create a contact lists, there would be properties that they would have to set as part of the filter before they save, like HubSpot Team.
Reply Idea Account Settings Lists
0 upvote
0 Reply
Solved
Shiran on May 19, 2023
Report on WHEN a contact has opted in to a specific subscription
At the moment, the only way to view contacts who have opted in to a specific subscription type is by creating a list. This is only useful if you want a total number of people subscribed. We want to be able to report on the number of people who read more
Reply Discussion Analytics Tools Marketing Reports
12 upvotes
2 Replies
Shiran
Participant | Diamond Partner
May 19, 2023
@karstenkoehler thanks for your reply and yes this does work however in larger portals with several business units this causes challenges as you ha...read more
Solved
Shiran on May 19, 2023
Report on WHEN a contact has opted in to a specific subscription
At the moment, the only way to view contacts who have opted in to a specific subscription type is by creating a list. This is only useful if you want a total number of people subscribed. We want to be able to report on the number of people who read more
Reply Discussion Analytics Tools Marketing Reports
12 upvotes
2 Replies
Shiran
Participant | Diamond Partner
May 19, 2023
@karstenkoehler thanks for your reply and yes this does work however in larger portals with several business units this causes challenges as you ha...read more
parisklees on September 03, 2019
Allow for users to set their own company unique identifier
It creates quite a bit of work and allows for duplication when we have to use either company domain name or object ID as a unique identifier for companies. It would be ideal if we could set our own. For example, all of our clients have account numbe read more
Reply Idea Contacts & Companies
108 upvotes
31 Replies
Shiran
Participant | Diamond Partner
April 20, 2023
This feature is very much needed. Company domain is not always the best way to identify a unique company. Global companies sometimes have a global we...read more
Claudja on April 13, 2020
Anchor in email
The option of inserting anchors in marketing emails would be a great feature to add, enabling us to create links to different sections in my newsletter.
Reply Idea Marketing Emails
158 upvotes
33 Replies
Shiran
Participant | Diamond Partner
April 13, 2023
A lot of clients ask for this, it's something we should definitely add!
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