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robertovergani
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Member since ‎Feb 23, 2018
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Roberto Vergani

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robertovergani on January 04, 2022
Quote custom field in template
Hi all, is there a way to add a custom field in the QUOTES and let the client fill the value in the form they receive together with their approval? Most of our clients must add their specific internal order number (a simple text string) I've s read more
Reply Discussion Sales
4 upvotes
12 Replies
robertovergani
Member
January 12, 2022
Thanks Pete, but I'm trying to use hubspot to reduce the number of tools so I hope I can find a simpler/internal solution (I just need to add a field...read more
robertovergani on January 04, 2022
Quote custom field in template
Hi all, is there a way to add a custom field in the QUOTES and let the client fill the value in the form they receive together with their approval? Most of our clients must add their specific internal order number (a simple text string) I've s read more
Reply Discussion Sales
4 upvotes
12 Replies
robertovergani
Member
January 12, 2022
Thanks Pete, but I'm trying to use hubspot to reduce the number of tools so I hope I can find a simpler/internal solution (I just need to add a field...read more
robertovergani on January 04, 2022
Quote custom field in template
Hi all, is there a way to add a custom field in the QUOTES and let the client fill the value in the form they receive together with their approval? Most of our clients must add their specific internal order number (a simple text string) I've s read more
Reply Discussion Sales
4 upvotes
12 Replies
robertovergani
Member
January 12, 2022
Thanks Pete, but I'm trying to use hubspot to reduce the number of tools so I hope I can find a simpler/internal solution (I just need to add a field...read more
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