ParkerShort

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Parker Short

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ParkerShort on May 21, 2024

Quote signature date

This feels like a dumb question, but I'll throw it out here - how do you get a date field on a quote? Like we want someone to provide the date they sign (or have it filled in when they sign), and then state that the contract is valid for 1 year. Thi read more

Reply Discussion Workaround

4 upvotes

2 Replies

ParkerShort on February 01, 2023

Need more control over workflow enrollment timing

This mostly relates to custom-coded workflows. We're seeing issues when we bulk enroll contacts in a new workflow that has a custom-coded workflow action, that we can frequently get rate-limited or generate errors by hitting the system too aggressiv read more

Reply Idea Workflows

3 upvotes

0 Reply

ParkerShort on November 16, 2022

Provide permissions on quote discounts

Howdy, I'd love to have the ability to restrict discounts on quotes. Specifically the discounts that are across the entire quote (the ones you add at the bottom). Here's the problem with these - We have advanced approval rules built out to route read more

Reply Idea Products and Quotes Workflows

23 upvotes

6 Replies

ParkerShort

Contributor | Diamond Partner

November 07, 2022

Reply to Super Admins Assemble!

apologies - I see I skipped right over the part about one or two! I'd go with pipeline required properties improvements and the ability to filter use...read more

ParkerShort

Contributor | Diamond Partner

November 07, 2022

Reply to Super Admins Assemble!

A few ideas that come to mind: - ability to re-assign/manage views. I've run across issues where I need to delete a property, but a stray view from...read more

ParkerShort on November 03, 2022

Let's have a board view for lead status!

Hi there, When we implement HubSpot, we get a lot of confusion between lead status, lifecycle stages and deal stages. We have multiple documents that show the difference, and how they're used. One request we get a lot is "can we just track when le read more

Reply Idea Dashboards & Reports Deals Sales Reporting

26 upvotes

12 Replies

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