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ColinC
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Member since ‎Jun 7, 2019
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  • Upvotes Given
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  • Upvotes Received
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Colin Caveney

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Activity

romi on April 23, 2019
When an internal countersigner is added to a quote, send them an automated email notifying them that there is a quote that needs to be signed with a link to the quote. Currently, the person creating the quote has to remember to also email any in read more
35 upvotes
12 Replies
Member
March 23, 2022 12:02
Agreed! There's not even a way to build a WF for this so that you can include the quote link in an internal notification. Even that would be nice. Ri...read more
jmoss on November 12, 2019
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
149 upvotes
61 Replies
Member
May 16, 2022 09:50
Hi, Any updates on this? We also need a way to let customers pick product via forms and then the workflow emails the quote based on what's select...read more
nc_3manfactory on November 27, 2019
The snippets feature for quickly adding often used phrases and short-form copy within emails would really benefit from supporting rich media like images. This would mean regularly used screenshots, diagrams, or graphics could be added with accompany read more
105 upvotes
32 Replies
HubSpot Employee
April 27, 2022 09:57
Meu cliente precisa inserir tabelas nos seus snippets, o editor dos snippets deveria ser tipo rich-text editor
cfleishman on August 31, 2017
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
1505 upvotes
467 Replies
Participant
April 26, 2022 01:32
Any news? Seems like this is a high request
ColinC on December 11, 2019
Is there a good reason why reports can only appear on one dashboard? We'd love to see the ability to share a report across multiple dashboards so that we can create and manage a single report that many users can use on their own dashboards; at t read more
HubSpot Employee
January 09, 2022 18:42
Hi @schatterjee Helping a customer comment here. While the new product update is useful at times, this means that users can no longer "cloned" ...read more
C-Note on December 12, 2018
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit read more
236 upvotes
113 Replies
Member
March 13, 2022 21:05
This is an essential feature. We are in need of this, too. Though in the task view instead of reports. I'd suggest elevating the whole filter engine ...read more
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