Hi y'all, One of my clients is looking to use custom-designed quotes in HubSpot so they can maintain their existing look and feel. Their previous quotes were almost brochure-like and included accessories as well as up- and cross-sell suggestions. 続きを読む
Hi @RichardRetail25 , I hope that you are well! Great question, thanks for asking the HubSpot Community! You should be able to embed images with...続きを読む
Hey fellow HubSpot users! I’ve set up a HubSpot landing page form to feed leads directly into my CRM, but lately, there’s a 10-15 minute delay between someone submitting the form and the lead appearing in the CRM. I’ve double-checked the form’s 続きを読む
Hi @Vic hi @NaProxy , Thanks for the question and tagging me. Curious beofre digging deep what HubSpot plan are you on? and are you using HubSpo...続きを読む
Hi, I'm looking for a bit of help with an issue I am trying to solve for our team. We have quite a simple pricing system. All products have a fixed price, but then certain clients or partners have a contracted discount % that is always used. 続きを読む
We’re looking to create an order form for our website. The idea is to keep it simple, we’re not an e-commerce business and product is a small part of our offering, but we’d like our clients and prospects to be able to select the products they’re int 続きを読む
Hey @ALutsina ! Sounds cool! I think you could do this with a custom form using some automation/logic (requires Marketing Hub Pro) and then use Hub...続きを読む
Hi @prakashrawatt , some great AI tools for eCommerce: Perplexity AI for research, ChatGPT for content, Canva for visuals, and Tagshop AI for UGC-st...続きを読む
Hi Commerce Tools community, I’m currently building a small e-commerce site targeting UAE customers, and I’ve been thinking about adding a backend calculation tool for staff or contractors — something like an end-of-service (gratuity) calculator 続きを読む
Hi Steven, I completely understand the challenges you're facing when integrating a calculation tool into your e-commerce platform, especially in a co...続きを読む
Hi all. I’m working with quotes in HubSpot and want to add some extra functionality: specifically, I’d like users to be able to input text, submit it, and have that text appear directly on the quote. Is this possible within HubSpot? From what I’v 続きを読む
Hi @DGrad , That's correct yes. Short of 'overriding' the quote creation flow through the app card method, there's no other way to allow the fi...続きを読む
We have our Invoices synced from Hubspot to Xero (with multiple issues but thats another conversation). However, within Xero we use Tracking Categories on our invoices to Track the sales person associated to the invoice. Currently, we nee 続きを読む
When creating a quote (in draft mode, not published), I'd like to use the line items in the quote to calculate the maximum "end date" across the line items and insert this value in the comments section. So for example, say there is 1 line item. B 続きを読む
Update: It seems HubL does now have some smarter date functions - sort of. So I was able to use a macro to create the text I needed: {% macro s...続きを読む
Hi everyone, I am Prakash Hinduja from Geneva, Switzerland (Swiss), i hope you are doing well. I am getting closer to launching site, and one of the next crucial steps is integrating a payment gateway so we can process transactions securely and 続きを読む
Hi @prakashhinduja , Congrats on getting close to your site launch! Adding a payment gateway is a big step, but it’s easier than it sounds. Here’s...続きを読む
Hello On a deal we already select a project. Our products are also linked to a project. Can I parse a filter when Selecting a product from the Product Library so that our sales only see the product linked to the project chosen on deal level 続きを読む
Hi @JVanpachtenbe ,
At the moment, HubSpot doesn’t support dynamic filtering of the Product Library based on deal properties, so when your team...続きを読む
You can see attached that the due now total is not correct. I am not sure why this is because the make first payment button has the correct amount on it and customers pay the correct upfront amount. How do I fix this so it is not confusing to custom 続きを読む
Yeah, this does appear to be a "bug" in the calculations. Even when changing the second payment of a payment schedule to a specific date vs a milesto...続きを読む