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Staephie
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Member since ‎Jan 10, 2019
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Stephanie Lambert

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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
19 upvotes
5 Replies
Staephie
Member
November 07, 2023
Yes, I need this as well!
809CharlieTango on August 30, 2017
Team Mentions (@mention Team)
Hello, I was wondering if it would be possible to add a feature in HubSpot where HubSpot teams can be mentioned in the Notes area of a contact, company and deal record. We want to avoid mentioning several names when receiving a payment or process read more
Reply Idea
238 upvotes
92 Replies
Staephie
Member
January 14, 2022
Oh yes, that would be awesome!!
Staephie on December 08, 2021
Remove contact from all list memberships at once
Right now you have to remove a contact manually from a static list. Would be great if there was a button to remove a contact from all list at once.
Reply Idea Lists
14 upvotes
1 Reply
Mmccarthy on February 27, 2020
Filter Dashboards by ANY field
I would like the ability to filter a dashboard by ANY field. Right now the only options are: Date, Owner, Teams, Deal / Ticket Pipeline. We want to filter by a custom field called Products, or antoher called Type.
Reply Idea Sales Reporting
210 upvotes
58 Replies
Staephie
Member
May 19, 2020
That would be great. What I am looking for is to be able to select different owner types. I want to be able to choose between owner properties that h...read more
rwullkotte on August 06, 2019
Search Deals via Quote Number
My company receives purchase orders for the vast majority of the work that we do. These PO's often will simply reference the quote number and dollar amount. As we have moved towards generating quotes via Hubspot, I have found that you have no cont read more
Reply Idea Deals
80 upvotes
40 Replies
Staephie
Member
November 21, 2019
I agree. The reference number must be editable and at least searchable. Otherwise the reference is useless. Please please change that (or remove the r...read more
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