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CStephenson9
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Member since ‎Jan 26, 2023
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Charlie Stephenson

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CStephenson9
Member
June 06, 2025
Reply to Quote: add section for Terms & Conditions Appendix
I am currently doing all custom terms and conditions deals outside of hubspot for this reason, and using something like Adobe Sign instead for e-sign...read more
CStephenson9
Member
June 06, 2025
Reply to Terms and conditions in Quotes
Agree with this. Also would like this functionality.
CStephenson9
Member
November 28, 2023
Reply to Cancel or Delete Approved/Signed Quotes
I have just experienced this problem whereby the customer legal entity name on the quote needed changing, and the person who signed the order, wasn't...read more
CStephenson9
Member
January 26, 2023
Reply to Optional Line Items for Quotes
I sell a modular software product, and currently resort to writing (Optional) in the description.
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