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Member since ‎Aug 9, 2018
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Simon Toussaint

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AbbyDavey on March 05, 2020
Not all of our clients will sign a quote - so I would like the ability to manually change the quote status please.
22 Replies
Participant | Platinum Partner
May 19, 2022 05:37
We need to be able to check off the status manually, as not all use e-signatures. Urgently needed! Thanks.
KeeganSmith87 on April 23, 2020
We're struggling with the inability for reporting to display percentages versus JUST numbers. For instance, in this example: If you have the TOTAL number of the stacked bar and the sub numbers broken out already, to also have the abi read more
May 13, 2022 08:05
+1 I agree its a must have
NilsK on January 02, 2020
We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes
77 Replies
May 24, 2022 05:09
This feature is crucial to remove the risk of errors on a daily basis.
mpatino on November 17, 2020
While is it possible to add a many contacts, companies to a Deal and vice a versa, it is sometimes neccasary to create a field of that type that stays on the record itself. If I have a source for a deal, I need to associate that person with the deal read more
2 Replies
Key Advisor | Diamond Partner
January 14, 2021 02:08
I totally agree with this idea. Having a sort of relationship field would be an important implementation.
simon_toussaint on January 14, 2021
Actually when deals are imported from SFDC, if we have multiple currencies managed in SFDC, it's imported with default currency in HubSpot. Ex. a deal of 100k USD in SFDC, will be imported in HubSpot has 100k EUR deal if the currency by default is read more
6 Replies
May 19, 2022 03:51
I'm also surprised that such feature doesn't exist yet, as it is essential for any correct sync of deals between Salesforce and Hubspot. Our use more
Bruno_Teixeira on December 11, 2020
Hello, It would be great if we could set a date in the future by using the "set a property value" feature in the workflows. Nowadays we can only set an static date or set the day of the step. It would be useful if we could set for example read more
9 Replies
May 18, 2022 07:55
We really need this too - I see the functionality exists when you have CRM Hub but that's a huge additional cost to incur for this fairly basic more
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