Profile

AaronM
Participant
Member since ‎Apr 24, 2017
  • solutions
    0
  • Replies
    3
  • Upvotes Given
    11
  • Upvotes Received
    5
  • Ideas
    2

about

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

Following

    Friends list is empty

Aaron Muhl

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

Activity

AlexHodgson on April 16, 2019
We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote. We'd like to suggest: - Ability to clone a quote to a new q read more
123 upvotes
59 Replies
Member
September 20, 2022
This would be really helpful. My coworker has done all the leg work that could be used for another deal, but im unable to do and being forced to recr...read more
R10 on August 27, 2019
As someone who often has to create quotes for other team members, I would find it very helpful to be able to easily switch the "Your Info" contact info in a quote. Currently, the quote creator is the default contact for the quote. If I need to read more
57 upvotes
15 Replies
Participant
September 15, 2022
This has just become more critical. I used to login as the person from whom I was creating quotes. But now, with required 2FA login, that will not be...read more
AlexHodgson on April 16, 2019
We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote. We'd like to suggest: - Ability to clone a quote to a new q read more
123 upvotes
59 Replies
Member
September 20, 2022
This would be really helpful. My coworker has done all the leg work that could be used for another deal, but im unable to do and being forced to recr...read more
AaronM on October 05, 2020
It would be nice if we could edit product descriptions to add details that are important to each specific client. Yes, we can add descriptions in the body but it is very important to add clarification in the product description field as well... esp read more
Member
August 30, 2021
We also need this feature asap!
AaronM on October 05, 2020
We tried using Snippets to add specific Assumptions and Terms & Conditions, but the Snippets 2500 character limit is a big obstacle. Would be much better and save time if these items were part of a quote template that we can have management read more
FranzSauerstein on November 28, 2016
I am carrying this idea just over from the old HubSpot ideas plattform: Here (with a great suggestion on implemenation) And here "Many (if not all) of our clients need the ability to attribute multiple owners to Contacts, Companies and read more
199 upvotes
89 Replies
Participant | Diamond Partner
June 15, 2022
Hi there, please see this post about why multiple owner solution is not working with Filters ( Owner & Team) https://community.hubspot.com/t5/H...read more
Bookmark content for quick access to your most helpful threads.
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.

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.