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SDiscepolo
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Member since ‎Oct 10, 2023
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Activity

DSchroeds on March 09, 2022
I would like to see the ability to adjust column widths in the quote template builder. Seems that the defaults waste space in some columns and do not allocate enough space for others. For example, I find that the SKU column is just a little to sma read more
Member
April 26, 2024
DITTO on " We have the same issue with the description column being allocated the same surface space as the quantity column, meaning the text wraps i...read more
KCadogan on August 23, 2023
Hello - We were planning on turning on Deal splits for the company but only wanted certain members of SalesOps and RevOps to have the ability to view/add/edit those deal splits. For example, we have the Company owner property on the Company obje read more
Member
December 28, 2023
We also need to be able to restrict who can add or edit deal splits to a deal.
MEkarna on August 22, 2022
I would like the possability to hide Payment from Quota templet since we don't handel payment this way. Right now it is up to the user to remove this when they create a quote for a client and this is not perfect I think.
22 upvotes
10 Replies
Member
November 21, 2023
Agree this function should be able to be toggled off in quote templates so that it can be used or not used accordingly.
BenjaminOng on August 02, 2022
Just realised, that Custom Line Item restriction is a moot setting. Users can simply edit the product line item completely. Please make restrictions for users more robust (Or even just usable). Right now, any sales user can select a line item fro read more
20 upvotes
6 Replies
Member
November 20, 2023
Having Enterprise does not solve the issue either (just FYI). In addition to needing to be able to restrict which fields can be edited in a quote, w...read more
CDouglas4 on September 09, 2022
Currently we do not have the ability to send quote discounts to managers for approval and cannot set an 'acceptable' discount level that doesn't need approval. We can remove the "discount" column in the quote view itself, but any one with quotes a read more
6 upvotes
1 Reply
Member
October 10, 2023
Agree wholeheartedly. Super Admins should be able to restrict field-level access by user, set limits on field-level inputs, and easily trigger quote...read more
SRoberts on September 23, 2021
It would be great if you could choose which line item properties were editible after creation. We have a reporting system outside of HubSpot which relies on our line item names matching up with those in the reports. We have switched off the abil read more
68 upvotes
26 Replies
Member
October 10, 2023
This is a critical element for data integrity. With large numbers of products, it would be easy for a sales rep to disrupt data integrity by editing ...read more
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