Streamline Your Hubspot Invoice for R&D Processes with airSlate SignNow

Hubspot invoice for R&D

so do you have a team using HubSpot and two other apps at least an app like QuickBooks well imagine giving them access to Quickbooks data in HubSpot without having to give them direct potentially dangerous access right to QuickBooks and you know what if they can see that information such as invoices and create new estimates and invoices all without need to log directly into QuickBooks well with glances this is how you can do that so your team loves to live in HubSpot or whatever app they use but I'm going to use HubSpot for this whether sales support whatever it is they can see anything they want about whoever they're working with any contact an account lead whatever and using the glancy stamp or highlight and search they can go ahead and click the G icon and what's going to happen is it's going to pull up glances and it's going to search all your different apps that you use in your business and including the ones that they don't have direct access to so here you're going to be able to see in my case I have it set up to see a Quickbooks data Shopify intercom Google Drive folders are that contain the account data it could be in a spreadsheet a cell and it searches for that you know in this case jillabs.com is going to search for that data inside the docs as well not just the the folder structure and this allows them to be able to be empowered to see what's the status of the different invoices that they have estimates they're working on all the projects that they're involved with drill down and installed customizable people and bo2b knowledgeable and be able to help their people whether it's support help them with whatever issues they're dealing with or help give better directed messaging when they're putting them on a sales call and they can do things too so not just see this data they're going to do things using the actions and glances and such as resend a QuickBooks invoice or even go ahead and create a new invoice or estimate whatever it is that you need to do and this is all stuff that we can customize to your specific workflow so imagine having this as a solution versus having to pay for a separate access to all these different systems and also we don't have to spend the time up to five hours a week of spent wasted trying to find data in all these different systems now you just have it at one system