Streamlined Quote Approval for Admins
No more digging through tasks to find quotes waiting for approval. Approving quotes just got a whole lot easier. Admins can now manage and approve quotes directly from the quotes index page.
Why focus here? Previously, quotes were managed through tasks, which made it hard to differentiate quote-specific tasks from other HubSpot tasks. With this update, admins can now approve quotes directly from the quotes index page, simplifying the process and speeding up approval times.
>>This feature is available to Enterprise accounts across Sales Hub.
Why Does It Matter?
Streamlining the quote approval process helps admins and sales teams:- Increase efficiency – Approve quotes directly from the quotes index page without navigating through tasks.
- Simplify workflows – Quickly access all pending quotes in one place, making it easier to prioritize and manage.
- Save time – Reduce the time spent on navigating multiple areas within HubSpot for quote approval.
How Does It Work?
- Navigate to Commerce > Quotes.
- Click on the Pending Approval tab.
- From here, you can view all quotes awaiting approval and take action directly from this page.
Take Control of Your Index Tables with New Contextual Actions
Say goodbye to multiple steps when managing your index tables. You can now sort, freeze, add, and remove columns directly on the table.
Why focus here? Previously, to sort or modify columns, you had to open a separate editor. This new feature lets you make those adjustments directly on the index table, saving you time and reducing unnecessary clicks.
>>This feature is available to all Hubs and all Editions.
Why Does It Matter?
This update helps marketing teams by:
- Saving time – Adjust columns directly within the table, without having to open a separate editor.
- Improving efficiency – Quickly organize data and customize your view in just a few clicks.
- Enhancing control – Easily pin, add, or remove columns to better manage the data you need.
How Does It Work?
To start using this feature, navigate to the object's index page and click on the column header to open the contextual menu.
From the menu, you can:
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Sort – Choose to sort the column in ascending or descending order.
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Add – Insert a new column to the right of the selected one.
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Remove – Remove the selected column.
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Freeze – Keep the column visible as you scroll right.
Breeze AI: Powerful New Tools to Streamline Your Marketing and Sales
Breeze AI continues to evolve, offering powerful new features that help you create content faster, engage prospects smarter, and improve overall efficiency. From podcast creation to automated sales outreach, these new updates put AI to work, making your workflows easier and more effective.
Why Focus Here?
Breeze AI is helping you stay ahead of the curve by taking on time-consuming tasks, allowing you to focus on what matters most: creating valuable content, driving sales, and boosting conversions.
New Features You Need to Know About:
- Create Podcasts with Breeze Content Agent
Breeze AI now helps you create professional podcasts in minutes. From script writing and show notes to artwork generation, Breeze uses your CRM data to tailor content to your brand voice. It’s as simple as setting up a title, topic, and description, then generating a fully customized podcast episode.
>>This feature is available to Professional and Enterprise accounts across the Customer Platform, and Content Hub, as well as Marketing+. - Breeze Prospecting Agent: Smarter Sales Outreach
With the new Prospecting Agent, sales teams can automate research and outreach for target accounts. The agent uses AI to draft personalized emails, helping teams reach the right contacts at the optimal time. Whether in "semi-autonomous" or "fully autonomous" mode, this tool makes personalized outreach faster and more efficient.
>>This feature is available to Professional and Enterprise accounts across Sales Hub, and Service Hub, as well as SMB and mid-market companies, Sales Ops, Admins, Reps, AEs. - Create Landing Pages with Breeze Content Agent
Designing high-converting landing pages just got easier with Breeze. Generate on-brand landing pages with a few clicks, including copy, images, forms, and meeting links—all powered by your brand guidelines in HubSpot. Breeze makes it easy to create high-quality, high-converting pages with minimal effort.
>>This feature is available to Professional and Enterprise accounts across the Customer Platform, and Content Hub.
Why Does It Matter?
Breeze AI is here to help you scale your efforts while maintaining quality. Whether it's creating content, reaching prospects, or building high-converting landing pages, these tools automate tasks that would typically take up valuable time. With Breeze, you can focus on higher-level strategy and decision-making.
Subscribe now to get the latest HubSpot updates and AI features delivered straight to your inbox, or talk to our team for personalized guidance!
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