YC deal is good and keeps the price low for one year. it seems like it has the right integrations. it is pretty intuitive in terms of UX. cannot send docs to specific emails and must use the link or CRM integration, which is dumb. Also, the regular price is so high compared to docusign,... Read more
Our main opportunities come from a client resource leaving and recommending our platform internally once at the new company. Tracking these individuals to stay in touch would be nice.
We do 10-15 min investor video updates (more engaging) along with materials/decks. What is the best way to manage this in docsend? I want to be able to know WHO accesses the video and be able to limit access so it doesn't get in the wrong hands.
For example, could I use this for sending out my monthly investor letters? I currently send out monthly investor letters to existing investors within our Company and I want to be able to send them out or send out a link every month. Also, is there a way, we could make this recurring or would I... Read more
I want to be able to send different Alerts to different curators and the can approve their specific alerts without being overwhelmed with all other alerts or accidentally deleting something that is not important for them but crucial for someone else.
I am having difficulty using the HubSpot tools when there are more than one of the account in the system. It is hard to track who truly was in charge of each account.
Maybe you only had a slight chance of communicating with the client, but now you would like to inform them further on the product, now they seem keen to make time.
I have some of friends and colleagues who are not part of my organisation but they want to know more about snowflake and its benefits to upgrade their career and win new oppurtunities. I also know few juniors in my family who have just passed college. Can both of these set of people access... Read more
I would love to have an introduction personal email for my sequence, with a template I built informing my audience of our product, and a third email to ask for the sale. I can't do that because the sequences don't allow for that option.
Currently, my organisation stores all financial data within a data warehouse and analyses it through Hyperion Financial Management. However, this does not do much with regards to data vizualisation. Can IN2 help with that?
Sometimes the music that is played between calls is very loud, but its volume is controlled by the call volume. Is there a way to control that along with the music selection?
In my job, I am an outbound dialer so it is important to have multiple tabs opened at all times. Sometimes, with DialSource, the dialer stops working if I have too many tabs opened. Is there a way to make note of this as a glitch and work towards resolving it at some point in the future. Also,... Read more
For example, if I have a list of tasks that need to be done, but need to be put on hold, is there a way for me to create a task of tasks that is only viewable to me and a few selected partners?