It would be so much more convenient to drag and drop files into attachement area for the contacts and deals (more in particular the deals). At the moment you have to save into a folder then upload and access the file from your computer folder. It w 続きを読む

When viewing records in Hubspot, either in a Contact or Company record, it would be great to hide the deals associated with those records that are closed won & closed lost. Ideally, we would only be able to see open deals since that's what they 続きを読む

It would be great that when a quote is signed, that it is saved as a pdf attachment on the deal itself automatically.

The current quotes work amazing when it comes to emailing links. I like the feature a lot and it makes a ton of sense from a tracking perspective. The one issue our Sales Team runs into is when the end user (customer) does not allow for such s 続きを読む

Hi, when we create deals/offers - we provide the customers with multiple pricing options, ie: 10 widgets for 5$ per widget = total 50$ 50 widgets for 4.5$ per widget = total 225$ 100 widgets for 4$ per widget = total 400$ In this case, the d 続きを読む

Hi, when we create deals/offers - we provide the customers with multiple pricing options, ie: 10 widgets for 5$ per widget = total 50$ 50 widgets for 4.5$ per widget = total 225$ 100 widgets for 4$ per widget = total 400$ In this case, the d 続きを読む