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DFinger
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Member since ‎Jun 6, 2024
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  • Upvotes Given
    9
  • Upvotes Received
    18
  • Ideas
    3

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Activity

DFinger
Participant
February 14, 2025
Reply to Quotes without line item pricing
This is a nice work-around BUT we run into the same issue with INVOICING ...not sure ther is a work around here.
DFinger
Participant
December 11, 2024
Reply to CC/BCC Transactional Emails
Need the ability to CC emails on our marketing/transactional emails!
DFinger
Participant
October 28, 2024
Reply to Manually change quote status
Moreover (and i think more importantly 🙂 Since the first invoice doesn't get created until its paid, there is no way to manually mark that in...read more
DFinger on October 28, 2024
Quotes & Invoices - Feature Request (Installments)
A couple things seem short-sighted or half implemented here. My number one complaint is how quotes and invoices work together, especially for installments. First: 1. Why do you need to create a quote to create invoice installments. It would b read more
Reply Idea Reporting
1 upvote
0 Reply
DFinger on September 10, 2024
Change Default - Adding Related Custom Object
Whenever you add a custom object record to an existing record, the system defaults to "Add Existing" ....I would like to change this to "Add New" By default (just how standard objects work!)
Reply Idea Deals
0 upvote
0 Reply
DFinger on July 17, 2024
Attach Files (normally)
Don't love how Hubspot turns PDFs into Hubspot files. I just want to attach a normal PDF to emails. Email recipients don't see the second page of the PDFs because the way Hubspot hosts the PDF.
Reply Discussion File Manager
0 upvote
1 Reply
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