We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included).

Allow cookies
Reject

Profile

AlanR
Contributor
Member since ‎Sep 28, 2018
Message
  • solutions
    0
  • Replies
    7
  • Upvotes Given
    9
  • Upvotes Received
    82
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Alan Newton

This user hasn't created a bio yet. Edit your own profile here!

Activity

Solved
MKardon on February 05, 2021
Using Different Logos on Documents
My company has 2 brands. When I create a document it shows the default logo of one brand. How can I assign other documents associated with my other brand to show the correct logo? I can't just toggle between default logos, that would not work. A read more
Reply Discussion Documents
4 upvotes
9 Replies
AlanR
Contributor
February 26, 2021
Thanks for raising this. We have 4 brands for our 1 company, with a master brand (just created) and 3 brands for each of our prodcuts. Our custome...read more
FinallyMatt on July 02, 2020
Option for Deal value to sync with discounted Quote values
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should! The trouble is, right now it doesn't. Custom read more
Reply Idea Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
87 upvotes
29 Replies
AlanR
Contributor
February 05, 2021
Yes, this is continuing to cause a lot of headaches for us. Our latest Sales Report picked up a big differential from the previous month, which -...read more
jnormand on October 08, 2020
More control over product lists like filtering or advanced search
Our product catalogue in Hubspot is growing and becoming more complicated. Currently our ability to organize this list is very limited, basically just folders and sorting alphabetically. It would save our team a ton of time to be able to have m read more
Reply Idea Products and Quotes
142 upvotes
67 Replies
AlanR
Contributor
January 12, 2021
Product folders default to the latest folder created, rather than an alphabetical list and it takes more time to find the correct folder and/or means...read more
AlanR on January 12, 2021
Archive Defunct Products
We have a requirement to archive products that have become defunct. Deleting them would impact historic dealfow reporting and is not a practical solution, so archiving products within the 'products & quotes' would be useful so that they don't d read more
Reply Idea Products and Quotes
69 upvotes
14 Replies
codywarner on November 11, 2020
Folders within Folders in Products and Templates
Can we add additional layers (even one more) folder adding capability? We have over 2000 SKUs, which can be categorized a variety of ways, and with the ability to only have one folder it limits how much we can organize. It would nice to click into read more
Reply Discussion Professional
3 upvotes
2 Replies
AlanR
Contributor
January 12, 2021
Thanks for raising this. Our business also has a need for this as a single 'top-level' folder structure becomes unruly, especially when we need t...read more
FinallyMatt on July 02, 2020
Option for Deal value to sync with discounted Quote values
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should! The trouble is, right now it doesn't. Custom read more
Reply Idea Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
87 upvotes
29 Replies
AlanR
Contributor
February 05, 2021
Yes, this is continuing to cause a lot of headaches for us. Our latest Sales Report picked up a big differential from the previous month, which -...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started:
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.