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SJackson29
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Member since ‎May 3, 2023
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SJackson29 on August 08, 2024
Trigger Workflow on No Attachment
We require our sales reps to attach a PO or Signed Contract document to our deals before they can be marked Closed - Won. I can create a workflow on the deal stage changing but I can't seem to find criteria on their being an attachment or not. read more
Reply Discussion Workflows
0 upvote
3 Replies
SJackson29
Contributor
August 08, 2024
I've never heard of the File Type Property. Is it just a type that I add to a property that allows them to attach a document to it?
Kevin_Jorgensen on February 16, 2023
Setting up conditional deal approval
I have a customer who requires that deals that have had item prices modified by sales require approval of the sales manager. I'm fine with setting up the groups of managers and I already have a way to create a property, "requires_review" that is a b read more
Reply Discussion Enterprise
1 upvote
3 Replies
SJackson29
Contributor
August 08, 2024
I'm looking for something similar where if the deal if over a certain $, I need a General Manager approval. So I want when they try to move it to Cl...read more
Solved
SJackson29 on August 08, 2024
Trigger Workflow on No Attachment
We require our sales reps to attach a PO or Signed Contract document to our deals before they can be marked Closed - Won. I can create a workflow on the deal stage changing but I can't seem to find criteria on their being an attachment or not. read more
Reply Discussion Workflows
0 upvote
3 Replies
SJackson29
Contributor
August 08, 2024
I've never heard of the File Type Property. Is it just a type that I add to a property that allows them to attach a document to it?
llegault on June 15, 2021
Add a portal-wide setting to set Sender Job Title in 'Your Information' when creating a quote
Currently you can only set a sender job title in the quote you are creating and have to repeat the process each time you create a quote. I suggest having a user set their job title within their HubSpot profile which can pull into each quote they cre read more
Reply Idea Products and Quotes
14 upvotes
11 Replies
SJackson29
Contributor
August 07, 2024
HubSpot Team should have the defaults for the Sender Company Name, Sender Address, etc. The Sender Title should come from the Profile and all of the...read more
Solved
MLevanic on July 31, 2023
More info required from customers at e-signature
Has anyone worked out a way to have clients enter additional data such as PO numbers or accounts payable information when a quote is sent out for e-signature. A field or two for clients to fill out during this step of the sales cycle would save so m read more
Reply Discussion Deals
4 upvotes
3 Replies
SJackson29
Contributor
July 25, 2024
I agree we need a native solution here.
Wibeke on July 27, 2020
multiple currencies in reports and goals
A portal could use multiple currencies, but reports and goals are only in the main currency. This makes in impossible to set goals and to se reports in one country based on the local currency.
Reply Idea Account Settings Dashboards & Reports
83 upvotes
23 Replies
SJackson29
Contributor
December 19, 2023
Too bad this is still an issue. It is a big deal for us as well. It seems like it would be a fairly easy fix. Even just have a default currency on...read more
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