topic Re: Quotes - How do I remove the Term values from the line items in Tips, Tricks & Best Practices

Quotes - How do I remove the Term values from the line items

NTernowetsky — Thu, 13 Feb 2025 02:52:52 GMT

My deals typically have multiple year terms and we use the Edit Global Terms to calculate the total contract value, but the line items on the quote show the term under the line item price (see image below). This is not necessarily a problem for line items that are recurring, but for the line items that are one-time purchase, seeing the number is confusing. How do I get rid if the for 2 months from under the price, while still keeping the global terms for the total contract value?

Re: Quotes - How do I remove the Term values from the line items

DianaGomez — Thu, 13 Feb 2025 14:39:59 GMT

Hi @NTernowetsky,

Thanks for the details and the screenshot.

Let’s invite some of our experts to join this conversation to see if they have any insights for you.

Hi @Gilempert, @Lucila-Andimol, @JuanGomez0818, @LautaroDelPlato - Could you share any advice for @NTernowetsky?

Thanks 🙂

Best,

Diana

Re: Quotes - How do I remove the Term values from the line items

NTernowetsky — Mon, 17 Feb 2025 21:10:43 GMT

@DianaGomez Just bumping this up as I have not heard back yet from anyone.

Re: Quotes - How do I remove the Term values from the line items

DianaGomez — Tue, 18 Feb 2025 15:35:53 GMT

Hi @NTernowetsky,

Thanks for letting me know 🙂

Let’s invite additional experts to the conversation who may be able to assist you further with this matter.

Hi @james-portant, @danmoyle, @HubSpot_Corey, @JWingate2 - I hope you're doing well! 🙂 Could you please assist @NTernowetsky by letting them know if it's possible to remove the Term values from the line items, and if so, how to do it?

Thank you in advance!

Diana

Re: Quotes - How do I remove the Term values from the line items

RSchweighart — Tue, 18 Feb 2025 21:58:31 GMT

Hi @NTernowetsky,

You can edit the term for the line item when creating the quote as demonstrated in the GIF below:

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses use HubSpot and Zapier.