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NicoleSengers on Februar 21, 2022
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 Beitrag ansehen
Mitwirkender/Mitwirkende | Diamond Partner
Dezember 06, 2023
This app has a set of workflow actions for associations, including "change association label" Workflow action - ansehen
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 Beitrag ansehen
Mitwirkender/Mitwirkende | 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...Beitrag ansehen
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 Beitrag ansehen
22 Antworten
Mitwirkender/Mitwirkende | 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...Beitrag ansehen
JD1 on Mai 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: Beitrag ansehen
48 Antworten
Mitwirkender/Mitwirkende | 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 Antworten
Mitwirkender/Mitwirkende | Diamond Partner
August 15, 2023
You can add VAT via Workflow action "Add Tax" that is available with 1ClickTools app:
NilsK on Januar 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
171 Antworten
Mitwirkender/Mitwirkende | 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 - ansehen
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