Profil

MikhailK
Mitwirkender/Mitwirkende | Diamond Partner
Mitwirkender/Mitwirkende | Diamond Partner
Mitglied seit ‎Feb 12, 2018
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  • Lösungen
    1
  • Antworten
    5
  • Likes vergeben
    7
  • Likes erhalten
    4
  • Ideenforum
    0

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Aktivität

NicoleSengers on Februar 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 Beitrag ansehen
Antworten Idee Contacts & Companies Workflows
961 Likes
252 Antworten
MikhailK
Mitwirkender/Mitwirkende | Diamond Partner
Dezember 06, 2023
This app has a set of workflow actions for associations, including "change association label" Workflow action - https://www.resonatehq.com/toolbox-f...Beitrag ansehen
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 Beitrag ansehen
Antworten Idee Deals Products & Quotes Workflows
650 Likes
180 Antworten
MikhailK
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
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 Beitrag ansehen
Antworten Idee Products and Quotes
83 Likes
22 Antworten
MikhailK
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
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: Beitrag ansehen
Antworten Idee Products & Quotes
171 Likes
48 Antworten
MikhailK
Mitwirkender/Mitwirkende | 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
AMulready on April 05, 2022
Quotes VAT
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
Antworten Diskussion Sales
3 Likes
5 Antworten
MikhailK
Mitwirkender/Mitwirkende | Diamond Partner
August 15, 2023
You can add VAT via Workflow action "Add Tax" that is available with 1ClickTools app: https://www.resonatehq.com/hubspot-quote-tools
NilsK on Januar 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
Antworten Idee Products & Quotes
501 Likes
182 Antworten
MikhailK
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 - https://www.resonatehq.com/hubs...Beitrag ansehen
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