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civey
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Member since ‎Apr 15, 2019
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claireWorkCast on February 25, 2020
Hi I would like to submit for Products not to be associated just to a deal. This information should be able to pull across to the company record, the contact level and then a workflow to tickets could be implemented. This would mean that when read more
119 upvotes
35 Replies
Member
March 09, 2022 13:57
This is a no-brainer to me. If Hubspot wants to compete for the Services/Client Success spaces this is a non-negotiable. Being able to determine who...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
120 upvotes
55 Replies
Member
February 10, 2022 15:00
We need this! Please make it happen soon.
JD1 on May 20, 2018
Currently, we have to manually calculate the TAX amount when creating a quote. Ideally, we would set the TAX % and have the system automatically calculate the value (in the same way you can with a formula withing MS Excel). Benefits: read more
142 upvotes
43 Replies
Member | Diamond Partner
April 08, 2022 02:33
This is a very important need as we so often forget to add it or it creates room for error. Any idea if there is a workaround for this?
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