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mbdrag3
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Member since ‎Feb 5, 2024
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Michael Drag

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mbdrag3 on March 07, 2024
Currently, after creating a quote, it is a 100% manual process according to Hubspot support. What I would like is if I could create a workflow to set the proper quote template based on a field value. By allowing this, it would avoid users pickin read more
0 upvote
7 Replies
Member
May 08, 2024
@MMurray6 HubSpot allows you to customize their default quote templates following this link, https://app.hubspot.com/settings/{HubID}/sales/quotes...read more
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
537 upvotes
207 Replies
Member
April 29, 2024
This would be a great help for us.
Belbel on October 05, 2020
It will be great to add as many tasks types as possible, not only Call, Email or To-Do
669 upvotes
183 Replies
Member
April 19, 2024
Can we get an update on this? I don't understand why this wouldn't be a priority since it's been asked about for so long. It would be very helpful fo...read more
mbdrag3 on March 07, 2024
Currently, after creating a quote, it is a 100% manual process according to Hubspot support. What I would like is if I could create a workflow to set the proper quote template based on a field value. By allowing this, it would avoid users pickin read more
0 upvote
7 Replies
Member
May 08, 2024
@MMurray6 HubSpot allows you to customize their default quote templates following this link, https://app.hubspot.com/settings/{HubID}/sales/quotes...read more
mbdrag3 on March 07, 2024
Currently, after creating a quote, it is a 100% manual process according to Hubspot support. What I would like is if I could create a workflow to set the proper quote template based on a field value. By allowing this, it would avoid users pickin read more
0 upvote
7 Replies
Member
May 08, 2024
@MMurray6 HubSpot allows you to customize their default quote templates following this link, https://app.hubspot.com/settings/{HubID}/sales/quotes...read more
mbdrag3 on March 07, 2024
Currently, after creating a quote, it is a 100% manual process according to Hubspot support. What I would like is if I could create a workflow to set the proper quote template based on a field value. By allowing this, it would avoid users pickin read more
0 upvote
7 Replies
Member
May 08, 2024
@MMurray6 HubSpot allows you to customize their default quote templates following this link, https://app.hubspot.com/settings/{HubID}/sales/quotes...read more
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