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CTucker5
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Member since ‎Jul 18, 2023
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Chad Tucker

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Activity

Yazz on December 06, 2019
Quotes need "Add PDF" feature
The current quotes work amazing when it comes to emailing links. I like the feature a lot and it makes a ton of sense from a tracking perspective. The one issue our Sales Team runs into is when the end user (customer) does not allow for such s read more
Reply Idea Products & Quotes
88 upvotes
14 Replies
CTucker5
Participant
August 09, 2024
It would also be nice to better manage the pagination of the content box and to be abile to attach anciliary material (detailed scope too long for th...read more
AbbyS on January 09, 2020
Ability to edit deal and product length for multi-year deals
We track deals with products in Hubspot and have noticed there is no way to set products to extend longer than three years. When we have deals signed for four years or longer, there is no way to set up the deal and its products appropriately in HubS read more
Reply Idea Deals Products & Quotes
44 upvotes
6 Replies
CTucker5
Participant
August 10, 2023
Tracking ARR and multi year deals in products in HubSpot would be great if it worked - it seems like its very close to being there. Seems like the on...read more
AKumarSci on April 03, 2023
How to manage your multi year deals
Hi, I wanted to understand the best practices for managing your multi-year contracts in HubSpot. Case : - A deal has a 3-year contract (to be paid yearly) Should I enter a single deal with an amount value equal 3-year value OR create 3 deals w read more
Reply Discussion Deals
7 upvotes
6 Replies
CTucker5
Participant
August 10, 2023
Would love to have a follow-up to this message and also the way it relates to line-item ARR tracking
GeraldK on September 06, 2022
DEALS: Deal search by primary associated Company
Our sales folks are frequently looking in Deals for deals only related to specific company. Thus, it would be extremely helpful to be able to extend the search functionality for deals. Currently the deal search only allows to search by name or descr read more
Reply Idea Contacts & Companies Deals
42 upvotes
7 Replies
CTucker5
Participant
July 18, 2023
This is pretty shocking that you STILL cant do this. Having to go back and add the compny name to the deal title also right now and its really dissap...read more
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