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Unanswered questions

6
D
Daniel BrooksNew Participant
 CPQ
Hide the Create Quote button

Is there a way to hide or remove the “Create Quote” button in HubSpot based on user roles or permissions?Ideally, I’d like only specific users to see or use it. 

41
BrettHub
A
Ava MillerNew Participant
 DealRoom
statistics from DealRoom

Is there a way to track and export how many times a buyer clicked a link in the DealRoom?

10
A
A
Ava MillerNew Participant
 CPQ
Prevent users from picking a past date

I want to make sure users can’t select a date before today, but I’m looking for a way to do it without relying on a validation rule.

20
A
A
Ava MillerNew Participant
 CPQ
sync quote creation date to Salesforce

I’d like to sync the quote creation date into Salesforce, but I don’t see anything for that in the DealHub SFDC settings.

10
A
A
Ava MillerNew Participant
 CPQ
total discount in line items

Is there a way to control how the total discount on a quote gets distributed across the line items?

20
A
A
Ava MillerNew Participant
 DealRoom
How are DocuSign signature fields synced to Salesforce?

Hey,We use DocuSign to sign DealRooms. Just wondering how the signature info gets synced to Salesforce, and where it goes?

10
A

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