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Marine
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Mitglied seit ‎Nov 9, 2018
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Marine Vienney

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Marine on Februar 24, 2021
Report on quoted products
Hello, I'm trying to find a way to create a report on the products that are associated to quote/deals from the product library. So that I can track which products are the most quoted, which ones are not sold enough... I didn't find a Beitrag ansehen
Antworten Diskussion Deals Quotes Reports
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2 Antworten
Marine on Februar 18, 2021
Quote integration in Salesforce
Hello, Is having the quotes integrated with Salesforce a project? Today, the Hubspot forms show up in Salesforce as activities but not the quotes. We are not syncing our deals with Salesforce so having the quote showing up in the salesforce cont Beitrag ansehen
Antworten Idee Quotes Salesforce Integration
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jmclaren on Februar 10, 2021
What do you think of the custom quotes functionality right now?
Hey all, As we work on iterating and improving this functionality we want to make sure we're solving for your needs. We want to hear your feedback. Was there anything you expected to be able to do with custom quote templates that you couldn't Beitrag ansehen
Antworten Diskussion Feedback
3 Likes
69 Antworten
Marine
Teilnehmer/-in
Februar 18, 2021
Hello, Here's what I posted in another thread: After using the tool for a few weeks now, here below are my open items. Most of them are related...Beitrag ansehen
jmclaren on Februar 10, 2021
Welcome to the beta for customizable quote templates!
Welcome to the super-secret HubSpot Community group for customizable quote templates! This is an invite-only group for beta users of this new feature. We've also got some HubSpotters here to help wherever we can. Gathering as a group there Beitrag ansehen
Antworten Blog
7 Likes
6 Antworten
Marine
Teilnehmer/-in
Februar 18, 2021
Good morning, Thank you for creating this thread! After using the tool for a few weeks now, here below are my open items. Most of them are relate...Beitrag ansehen
jmclaren on Februar 10, 2021
Collection of posts outside of this group
Hey everyone, We know a lot of you asked questions elsewhere. There are likely questions someone else has asked already that you want to know the answers to. To make it easier for everyone to knowledge share we’ve collected them here to make it ea Beitrag ansehen
Antworten Diskussion FAQ
3 Likes
1 Antwort
Marine
Teilnehmer/-in
Februar 18, 2021
Hello! I submitted an idea in the idea forum that is related to quotes. Here's the post: https://community.hubspot.com/t5/HubSpot-Ideas/Send-quo...Beitrag ansehen
Marine on Februar 18, 2021
Send quote email notifications to "contact owner" in quote workflow
The only notification possible from a quote workflow is to send an email to the "quote-deal owner / a person / a team" but not the "contact owner" which is very limiting for our use. Our quote owners are inside sales people but we need to send m Beitrag ansehen
Antworten Idee Workflows
2 Likes
1 Antwort
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