Business Proposals Specialist.
Creator of HubDo Marketplace: software services and training to "Do More On HubSpot"
APMP Proposals Certified. HubSpot Certified Trainer.
Hi, On Sales Deal level when we look at the overview, we get total of all deals in one company currency. In my case it tis Euro. We deal on International level that is why we have deals in Dollars, euro and newzealand dollars. My question i read more
Thanks @Phil_Vallender
Yes those are good questions. We evaluated many currency providers on response times, reliability and a cost that we coul...read more
We have an issue with our customers wanting separate quotes. One for licenses and one for services, this makes the line items dissappear for each quote that we do. This affects us as we use the values under the product line items to calculate th read more
Hey, I am attempting to incorporate an image into my quote by inserting it into a multi-text field within the deal. I'm aware that I could use an image module, but the process is too complex. The issue is when the image is too large, cau read more
Issue: We are using HubSpot for quotes, but we are legally obligated to include a Data Processing Agreement (DPA) and terms within the quote. This means that customer data must be outlined in the DPA and terms. Unfortunately, this results in a very read more
Hi Jonas,
Well done so far for customising the HubSpot Quote Template for these collapsible sections. I like how you have used expandable secti...read more
Hey community! What do you think is the best software to support a CPQ process that is currently managed by an excel spreadheet where multiple tabs feed into one master quote tab. Also, needs approval workflow component. Thank youuuuuuu
Hi!
Yes we have implemented GleanQuote in simple through to complex CPQ configurations on HubSpot.
We also developed DoPricer CPQ for situations ...read more
We call companies for several individual clients - what is the best way to manage the calling process within HubSpot? For examaple should we use lists, set tasks or filter on companies? Any help appreciated!
Hi, my name is Pete Nicholls CF APMP, HubSpot Certified Trainer, member of the Professional Pricing Society (PPC) and Proposal Certified by the APMP and host of The Proposal.Works™ Podcast where proposal experts share real stories of how they w read more
The new integrated video ability in the CRM when writing emails is great. Sequences are a great way to generate a response from a prospect, with a reply or a booked meeting. Are there plans to add the integrated video function when adding pr read more
Thanks Gabriel, I agree you can use the Chrome extension as before, to create a personalised message to paste into the email before sending. I'm jus...read more
Hi Sales Enablers!
If like me you are a fan of the rich source of guidance in HubSpot Academy, you have probably completed the Sales Enablement Certification course from @KyleJepson and the team.
I find it valuable to share the six- read more
Thanks Kyle I completely agree
Where the prospect has taken a decisive action such as requesting a quote or scheduling a consultation - we normally...read more
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