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MStrebor75
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Member since ‎Jun 1, 2023
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  • solutions
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  • Replies
    8
  • Upvotes Given
    15
  • Upvotes Received
    13
  • Ideas
    4

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MStrebor75
Contributor
April 01, 2025
Reply to Super Admin SEAT
This capability would definitely be more efficient. I have found the use of setting up Team Views on all records and having to look at each individua...read more
MStrebor75
Contributor
March 26, 2025
Reply to Update Date Properties Dynamically Through Workflow
In case anyone is still reading this one, this Format Data feature would be great for Sales Hub. We have Enterprise and I really thought it was an op...read more
MStrebor75 on January 10, 2025
Limited Personalization Tokens in Quotes Templates
It would be great if the Personalization Tokens allowed in the Quote Templates was opened up. I have Custom Objects that my team would like to pull into our quotes and I am not able to do that. It's very limited. Is this something already in the wor read more
Reply Idea Products and Quotes
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MStrebor75 on July 23, 2024
Needed - Complete Quote Customization
The 5 templates are great and do allow for some customization but for the industry i am in, i need to be able to provide my team with a no-code/low-code completely customizable template. I work in the wastewater industry and we often provide quoting read more
Reply Idea Products and Quotes
0 upvote
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MStrebor75
Contributor
May 17, 2024
Reply to Recall and Edit quotes that are 'pending approval'
Yes! My team desperately wants this. Instead they are having to clone the quote and edit from there. It's a bit of a hinky inefficiency.
MStrebor75
Contributor
May 01, 2024
Reply to quote based trigger for "published"
@KHartleyDev thank you for the share. that was helpful. i had started to develop my own workflow with a similar idea but ran into a concern. seeing...read more
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