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richardwalsh
Participant | Platinum Partner
(He/him)
Participant | Platinum Partner
Member since ‎Sep 12, 2018
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    4
  • Upvotes Given
    44
  • Upvotes Received
    20
  • Ideas
    2

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Richard Walsh

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PEscrieut on August 16, 2022
Error on Associate a quote template to a quote
Hello, I'm following this tutorial: https://developers.hubspot.com/docs/api/crm/quotes When I try to associate the quote to the quote template using /crm/v3/objects/quote_template/{QUOTE_TEMPLATE_ID}/associations/quote/{QUOTE_ID}/quote_temp read more
Reply Discussion
1 upvote
2 Replies
richardwalsh
Participant | Platinum Partner
August 17, 2022
Same problem here. I don't believe it is that the scope is missing, but rather they haven't enabled the association API open to the public. It's l...read more
jmoss on November 12, 2019
Using workflows to autocreate quotes
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
Reply Idea Products & Quotes
288 upvotes
102 Replies
richardwalsh
Participant | Platinum Partner
June 14, 2022
yes please. Without this, the quotes workflows options are quite limited.
richardwalsh on March 03, 2022
Knowledge Base: Smart Content Enabled Articles
In a world where businesses operate at a global level, and are providing instruction where information may be regulated and different per country, we need the ability to have content change and adapt to the viewer's location. At first, I thought th read more
Reply Idea Knowledge Base
10 upvotes
1 Reply
Brandonbaker on September 17, 2018
Multiple Knowledge Bases
The ability to create more than one Knowledgebase. Similar to having multiple conversation inboxes or ticket pipelines. This allows for knowledgebase segmentation. Could be for Internal Vs External or Client Vs Prospect (Sales Vs Support) read more
Reply Idea Knowledge Base
760 upvotes
214 Replies
richardwalsh
Participant | Platinum Partner
March 03, 2022
At the enterprise level, with multiple brands and the new Business Unit addon, this is an absolute must.
Rianne on March 08, 2019
Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM
Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to read more
Reply Idea Meetings
725 upvotes
403 Replies
richardwalsh
Participant | Platinum Partner
October 21, 2020
We have multiple clients that would love this, and need it asap before they start looking at other platforms.
Solved
rohansdeeson on August 05, 2020
Customize Breadcrumb output
So We are generating a breadcrumb from our main menu like so. {% menu "breadcrumb" id=32386756055, site_map_name='Main Menu', overrideable=False, root_type='breadcrumb', flyouts='false', max_levels='4', flow='horizontal', label='Advanced Menu' %} read more
Reply Discussion Hubl
0 upvote
9 Replies
richardwalsh
Participant | Platinum Partner
October 20, 2020
This worked perfectly!
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