Member since ‎Jun 7, 2019
  • solutions
  • Replies
  • Upvotes Given
  • Upvotes Received
  • Ideas


Please sign in to the Community or get HubSpot free to view user profiles


    Friends list is empty

Colin Caveney

This user hasn't created a bio yet. Edit your own profile here!


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
14 Replies
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 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.
87 Replies
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. 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
43 Replies
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
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
497 Replies
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
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
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
121 Replies
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!
Bookmark content for quick access to your most helpful threads.
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.


Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started:
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge

    A spot for HubSpot fans to connect and grow.