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delliott_modusa
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Member since ‎Feb 2, 2018
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delliott_modusa on February 05, 2018
Adding API link to Deal - Notes tool bar
How do I add an API / link button to our Hubspot Deals Toolbar, that will go automatically to our quote tool and open a new quote with the Deal information in the quote form?
Reply Discussion COSContent
1 upvote
14 Replies
delliott_modusa
Member
February 13, 2018
Thanks, Derek. Looks like we are able to move forward with the info provided. Thanks!
delliott_modusa on February 05, 2018
Adding API link to Deal - Notes tool bar
How do I add an API / link button to our Hubspot Deals Toolbar, that will go automatically to our quote tool and open a new quote with the Deal information in the quote form?
Reply Discussion COSContent
1 upvote
14 Replies
delliott_modusa
Member
February 13, 2018
Thanks, Derek. Looks like we are able to move forward with the info provided. Thanks!
delliott_modusa on February 05, 2018
Adding API link to Deal - Notes tool bar
How do I add an API / link button to our Hubspot Deals Toolbar, that will go automatically to our quote tool and open a new quote with the Deal information in the quote form?
Reply Discussion COSContent
1 upvote
14 Replies
delliott_modusa
Member
February 13, 2018
Thanks, Derek. Looks like we are able to move forward with the info provided. Thanks!
delliott_modusa on February 05, 2018
Adding API link to Deal - Notes tool bar
How do I add an API / link button to our Hubspot Deals Toolbar, that will go automatically to our quote tool and open a new quote with the Deal information in the quote form?
Reply Discussion COSContent
1 upvote
14 Replies
delliott_modusa
Member
February 13, 2018
Thanks, Derek. Looks like we are able to move forward with the info provided. Thanks!
delliott_modusa on February 05, 2018
Adding API link to Deal - Notes tool bar
How do I add an API / link button to our Hubspot Deals Toolbar, that will go automatically to our quote tool and open a new quote with the Deal information in the quote form?
Reply Discussion COSContent
1 upvote
14 Replies
delliott_modusa
Member
February 13, 2018
Thanks, Derek. Looks like we are able to move forward with the info provided. Thanks!
delliott_modusa on October 05, 2017
Multiple Quote URL's in a Deal
Is there a way to add multiple URL’s to a deal? Our quote system generates multi-part quotes that are all associated to a single client RFQ, but the Quote URL and Quote PDF allows for only a single line. Is there a way to have Quote-1 URL, Quote-2 read more
Reply Discussion Deals
0 upvote
1 Reply
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