MikhailK

JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

Contributor | Diamond Partner

Member since

Message

solutions
1
Replies
5
Upvotes Given
7
Upvotes Received
4
Ideas
0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

Friends list is empty

Mike @ Resonate

This user hasn't created a bio yet. Edit your own profile here!

Activity

NicoleSengers on February 21, 2022

Set Association Labels On Records via a Workflow

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more

Reply Idea Contacts & Companies Workflows

1070 upvotes

343 Replies

MikhailK

Contributor | Diamond Partner

December 06, 2023

This app has a set of workflow actions for associations, including "change association label" Workflow action - https://www.resonatehq.com/toolbox-f...read more

lalexander on November 14, 2018

Option to automatically add a product to a deal with workflows

Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more

Reply Idea Deals Products & Quotes Workflows

671 upvotes

184 Replies

MikhailK

Contributor | Diamond Partner

September 14, 2023

Check out this app for Hubspot, it allows to manage your complete Deal / Product / Quote process via Workflows. Including adding Products to a deal a...read more

MMT on September 30, 2020

QUOTES - Default settings for all quotes (terms, tax settings, expiry of quotes)

MOST CRM platforms that integrate with Finance systems, or systems that are able to generate QUOTES, will allow for preconfigured settings for all quotes, company wide. Feature request Terms and conditions - allowing our company terms and read more

Reply Idea Products and Quotes

90 upvotes

23 Replies

MikhailK

Contributor | Diamond Partner

August 15, 2023

We've just released an update to our HubSpot App 1ClickTools, that extends Workflows capabilities with new actions, and one of the actions is Add tax...read more

JD1 on May 20, 2018

Automatic calculation of TAX (VAT) when creating quotes

Currently, we have to manually calculate the TAX amount when creating a quote. Ideally, we would set the TAX % and have the system automatically calculate the value (in the same way you can with a formula withing MS Excel). Benefits: read more

Reply Idea Products & Quotes

175 upvotes

48 Replies

MikhailK

Contributor | Diamond Partner

August 15, 2023

You can add taxes via Workflow with Add Tax action from 1ClickTools app - https://www.resonatehq.com/hubspot-quote-tools

NilsK on January 02, 2020

Automatic adding of TAX (VAT) when creating quotes

We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes

Reply Idea Products & Quotes

550 upvotes

211 Replies

MikhailK

Contributor | Diamond Partner

August 15, 2023

With this app you can add Taxes to quotes automatically via Hubspot Workflows. It adds Add tax action to Workflows - https://www.resonatehq.com/hubs...read more

BenettB on November 19, 2020

Workflow actions that can update properties across different (associated) object types.

Our company uses your workflows HEAVILY, but we are constantly having to work around one major limitation: The workflows can only change properties on one type of HubSpot object. For example, if you start a ticket-based workflow, you can only change read more

Reply Idea Workflows

41 upvotes

47 Replies

MikhailK

Contributor | Diamond Partner

March 01, 2023

is there a beta available already?

View latest posts