lgancarz

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Lauren Gancarz

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Activity

apajula on April 05, 2021

Quotes without line item pricing

Our company uses several complex site agreements, equipment loan agreements, etc. that do not have a cost. I love how effective creating a quote is for these agreements and the tracking and everything is fantastic and a huge time saver. We can see read more

Reply Idea Products and Quotes

53 upvotes

15 Replies

lgancarz

Member

June 20, 2024

A little bit of a workaround for this, which may work for some of you.... in the quote customization settings, you can go to Settings > Data Manag...read more

SteveJenns on March 06, 2017

Field Dependencies for Contact Properties

I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more

Reply Idea Contacts & Companies

1050 upvotes

317 Replies

lgancarz

Member

September 28, 2023

I second the comment above. Our need for this stems to date picker fields, which is not available in this public beta. We need reps to be forced to u...read more

SteveJenns on March 06, 2017

Field Dependencies for Contact Properties

Reply Idea Contacts & Companies

1050 upvotes

317 Replies

lgancarz

Member

September 28, 2023

I second the comment above. Our need for this stems to date picker fields, which is not available in this public beta. We need reps to be forced to u...read more

lgancarz on August 24, 2022

Include Excel/CSV as an attachment with automated reports

Our team is looking to take advantage of the automated emailing of reports to specific people. While this new feature exists, it's rather clunky in its current state. Our team would prefer that whatever report we automate delivery of, has an option read more

Reply Idea Marketing Reporting

4 upvotes

2 Replies

cfleishman on August 31, 2017

Cloning a Deal

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more

Reply Idea Deals

1853 upvotes

574 Replies

lgancarz

Member

April 05, 2022

We are a SaaS company with yearly renewals, and pricing doesn't often change too much. It would be great to be able to clone deals and just update da...read more

Rangrachel on June 03, 2021

Associate existing quote to a different deal

Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be read more

Reply Idea Products and Quotes

163 upvotes

77 Replies

lgancarz

Member

March 11, 2022

We also ran into this today where a quote was accidentally associated with the wrong deal. It would be great if we could change the deal the quote is...read more

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