Contributor | Diamond Partner
Member since ‎Feb 12, 2018
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Mike @ Resonate

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lalexander on November 14, 2018
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
177 Replies
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 more
MMT on September 30, 2020
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
20 Replies
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 more
JD1 on May 20, 2018
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
48 Replies
Contributor | Diamond Partner
August 15, 2023
You can add taxes via Workflow with Add Tax action from 1ClickTools app -
AMulready on April 05, 2022
Looking to see is there a way to pre load VAT on quotes depending on product We sell to UK and Ireland so both different VAT rates, just to ensure the crrect one or if the team forget it'd be ideal to have it built in on quotes page
5 Replies
Contributor | Diamond Partner
August 15, 2023
You can add VAT via Workflow action "Add Tax" that is available with 1ClickTools app:
NilsK on January 02, 2020
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
163 Replies
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 - more
BenettB on November 19, 2020
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
47 Replies
Contributor | Diamond Partner
March 01, 2023
is there a beta available already?
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