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mbdrag3
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Member since ‎Feb 5, 2024
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mbdrag3
Member
May 08, 2024
Reply to Quote template workflow
@MMurray6 HubSpot allows you to customize their default quote templates following this link, https://app.hubspot.com/settings/{HubID}/sales/quotes...read more
mbdrag3
Member
April 29, 2024
Reply to Automatic adding of TAX (VAT) when creating quotes
This would be a great help for us.
mbdrag3
Member
April 19, 2024
Reply to Customize the Task types
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
Member
March 11, 2024
Reply to Quote template workflow
@Jake_Lett I understand that you can do that with fields and use the "Personalize" feature when creating a quote template but what about logo?...read more
mbdrag3
Member
March 07, 2024
Reply to Quote template workflow
Yes, the field in question is "Subsidiary" and we have 3 of them. So my thinking is based on Subsidiary A, set quote template to the one correspondin...read more
mbdrag3 on March 07, 2024
Quote template workflow
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
Reply Idea Workflows
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