ParkerShort

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Contributor | Diamond Partner

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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

3 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

22 upvotes

6 Replies

ASykes on January 21, 2022

Super Admins Assemble!

Hi HubSpotters 🙂 , My name is Alice Sykes and I am a Product Manager working with a focus on helping our admins (or anyone that has to perform admin duties) troubleshoot and audit their portals so they can confidently anticipate, diagnose, read more

Reply Discussion Account Settings Admin Audit troubleshooting

5 upvotes

22 Replies

ParkerShort

Contributor | Diamond Partner

November 07, 2022

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

ASykes on January 21, 2022

Super Admins Assemble!

Reply Discussion Account Settings Admin Audit troubleshooting

5 upvotes

22 Replies

ParkerShort

Contributor | Diamond Partner

November 07, 2022

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 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

18 upvotes

9 Replies

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