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JGomezEco
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Member since ‎May 2, 2019
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Jeff GOmez

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Activity

CristianP on October 27, 2017
Snippet Tool - Text Limitation Removal
The Text Limitation - As you're aware there is a limitation in how much text you can include in the body of a snippet. This is disappointing as there may be paragraphs you send quite often that don't necessarily qualify to be a template. For exampl read more
Reply Idea Snippets & Templates
140 upvotes
96 Replies
JGomezEco
Member
January 22, 2020
Our prayers have been heard! Finally! I'm very happy to see this in the planning stage. Although, I still do not understand the limit of 2500 words....read more
CristianP on October 27, 2017
Snippet Tool - Text Limitation Removal
The Text Limitation - As you're aware there is a limitation in how much text you can include in the body of a snippet. This is disappointing as there may be paragraphs you send quite often that don't necessarily qualify to be a template. For exampl read more
Reply Idea Snippets & Templates
140 upvotes
96 Replies
JGomezEco
Member
January 22, 2020
Our prayers have been heard! Finally! I'm very happy to see this in the planning stage. Although, I still do not understand the limit of 2500 words....read more
InviseAgency on November 27, 2018
Create Quote templates
Hi! It would be awesome to create som sort of quote templates (ie to save terms and conditions, additional pre-text and language settings).
Reply Idea Deals
59 upvotes
22 Replies
JGomezEco
Member
July 23, 2019
This is really a must have for us Spoiler (Highlight to read)
maddisoncrowe on July 09, 2019
Quote Customisation
My company has recently decided to use Hubspot as our central CRM where we planned to intergrade and move everything over to Hubspot with the idea of eliminating the multiple other application that we were currently having to use. This was causing m read more
Reply Idea Products & Quotes
27 upvotes
9 Replies
JGomezEco
Member
July 23, 2019
This is such a dealbreaker right now. We need standard / adjustable terms and conditions in quotes!
dscalisi on May 23, 2018
Default terms for Quotes
Would be excellent to have Default Terms that Company admin can add to all quotes as standard so company not reliant on salespeople to add. I love my salespeople but as we all know not incredibly reliable with important details.
Reply Idea Products & Quotes
91 upvotes
35 Replies
JGomezEco
Member
July 23, 2019
This is what we need!
CCIlumia on June 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Reply Idea Products & Quotes
875 upvotes
432 Replies
JGomezEco
Member
July 23, 2019
This is currently almost a dealbreaker for us to continue with Hubspot
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