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HubDoPete
Guide | Gold Partner
Member since ‎May 25, 2017
  • solutions
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  • Replies
    160
  • Upvotes Given
    163
  • Upvotes Received
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Pete Nicholls

Business Proposals Specialist. Creator of HubDo Marketplace: software services and training to "Do More On HubSpot" APMP Proposals Certified. HubSpot Certified Trainer.

Activity

Solved
AMankar on October 04, 2021
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
2 upvotes
7 Replies
Guide | Gold Partner
March 21, 2024
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
Solved
AKara on February 15, 2024
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
0 upvote
5 Replies
Guide | Gold Partner
February 21, 2024
Yes I agree - a little custom code in your HubSpot Quote template can take care of this.
Solved
AymanMn on February 06, 2024
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
Guide | Gold Partner
February 08, 2024
Hi Ayman I can think of two options: Reduce the image size using something like TinyPNG , to a size HubSpot accepts Have a CMS developer...read more
Solved
JRaaschou on January 30, 2024
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
0 upvote
2 Replies
Guide | Gold Partner
January 31, 2024
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
Solved
AGreen95 on January 23, 2024
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
0 upvote
3 Replies
Guide | Gold Partner
January 24, 2024
Hi! Yes we have implemented GleanQuote in simple through to complex CPQ configurations on HubSpot. We also developed DoPricer CPQ for situations ...read more
GlennHoy on January 04, 2024
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!
0 upvote
2 Replies
Guide | Gold Partner
January 05, 2024
Hi @GlennHoy "Playing" a task list of calls is the most efficient way to dial multiple companies in sequence. As you complete each call, r...read more
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