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BEvans32
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Member since ‎Apr 5, 2023
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Bruce Evans

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Activity

traviskl on July 06, 2022
Set Line Item property in Workflows
It would be incredibly helpful to have the ability to set a line item property in a workflow using the "Set property value". Currently, "Line Item" is not an option. This would help us as we have revenue reporting fields on our line items/produc read more
Reply Idea Products and Quotes
108 upvotes
30 Replies
BEvans32
Member
July 18, 2024
Up vote
joshkimber on March 13, 2024
Invoice Creation as an action item in workflows
Currently our Deal capatures all the details needed to create an invoice (product, discounts, rate, etc.). It would save our reps tons of time if we had the ability for a workflow to say - Once Stage moves to X then use properties A, B, C to popula read more
Reply Idea Workflows
5 upvotes
1 Reply
BEvans32
Member
May 23, 2024
When in a deal there is a manual way to convert deal line items into an invoice. Hubspot should be able give us an action in workflows to create an...read more
Solved
DealHubIntegr on August 02, 2022
update field hs_term_in_months for line item through API
Our integration creates quote with custom line items through API. I am trying to set value to field hs_term_in_months for line item but the value does not seem to register. it shows 0 in the UI when the operation is complete. I understand that read more
Reply Discussion
1 upvote
4 Replies
BEvans32
Member
December 06, 2023
Could you help with what are the correct values to use? I tried variations of the P (Interger) M it does not set the values I need. I need li...read more
hannahcallister on November 14, 2022
Feature Request - Sale price tiers within product library
Hoping for a way to set sell price tiers automatically within our product library (based on company info). Currently, we have to manually discount each product line for each quote. Our customers are set up with sell price tiers (direct, reseller, pa read more
Reply Idea Deals Products and Quotes
23 upvotes
10 Replies
BEvans32
Member
September 29, 2023
Inorder to get Hubspot to work with Tiered and calculated prices for line items, you have to use a 3rd party solution. The solution that works for u...read more
finn on April 16, 2020
Restrict access to menus & screens by Team/User
As a super admin I would like to restrict (as in hide if no access) access to menus and screens by Team and user. Today, even the most basic user can see a lot of screens and menus that in best case is confusing ("no, you don't need to look at t read more
Reply Idea Account Settings
24 upvotes
14 Replies
BEvans32
Member
September 27, 2023
Over 3 years this thread has first been posted , and not one response from Hubspot. A note to Hubspot board moderators, Please respond to this post....read more
Erin_Heilman on April 27, 2017
Bulk Company Merge
It would be excellent if we could bulk merge companies based on their domain instead of individually merging companies.
Reply Idea Productivity Tools
94 upvotes
19 Replies
BEvans32
Member
July 31, 2023
Yes this is much needed. It is a suprise Hubspot has not provided this feature by now.
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