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ColinC
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Member since ‎Jun 7, 2019
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  • Upvotes Given
    36
  • Upvotes Received
    68
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Colin Caveney

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Activity

romi on April 23, 2019
Auto email Countersigners for Quotes
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
Reply Idea Products & Quotes
36 upvotes
14 Replies
ColinC
Participant
January 22, 2021
We're just starting to use more quotes and I was searching my spam email etc to see why people were having to message me to remind about requiring a ...read more
jmoss on November 12, 2019
Using workflows to autocreate quotes
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.
Reply Idea Products & Quotes
227 upvotes
87 Replies
ColinC
Participant
November 26, 2020
This is something we were also hoping was available. Here was our proposed use case: 1. Prospect enters their details on a HS landing page 2. W...read more
nc_3manfactory on November 27, 2019
Add rich media like images to snippets
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
Reply Idea Snippets & Templates
130 upvotes
43 Replies
ColinC
Participant
May 06, 2020
I'll add my support to this idea - the majority of snippets we want to generate for sales/marketing would want to include an image.
cfleishman on August 31, 2017
Cloning a Deal
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
Reply Idea Deals
1607 upvotes
497 Replies
ColinC
Participant
February 27, 2020
Critical feature for subscription renewals. Tried to create a workflow to clone Deals but you cannot update all of the necessary fields.
ColinC on December 11, 2019
Allow reports to appear on more than one dashboard
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
Reply Idea Marketing Reporting Sales Reporting
77 upvotes
33 Replies
C-Note on December 12, 2018
OR Filters for Reports
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
Reply Idea Contacts & Companies
257 upvotes
121 Replies
ColinC
Participant
October 09, 2019
Want to add my voice to this. A critical reporting and filtering feature, and something you can do very well on Salesforce!
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