Customized billing in Quoting tool

orangepegs — Mon, 22 Jun 2020 16:34:15 GMT

We launch a lot of projects that have several moving parts, and launch is often more expensive than ongoing.. Right now, we are only able to generate quotes based on the monthly vs annualized costs based on products. I would like to be able to have more control over these quotes... instead of a $20k lump sum and then an ongoing fee after launch, I want to be able to quote an even monthly number...

As is, I have a workaround, which is to choose "annual" for all products, regardless if they are monthly, then make sure they have the real term, and then choose multiple quantities based on how many months the engagement is for... then I have to do my own math, and insert a snippet that provides language around the amortized fee.

It's too much. I shouldn't have to workaround to customize my quote further.

Re: Customized billing in Quoting tool

Bryantworks — Tue, 23 Jun 2020 13:21:56 GMT

Hey @orangepegs,

While it looks like you're doing what you can with the quotes tool I would recommend you also recreate this as an idea in the ideas forums so HubSpot can track against it for more interest. Alternatively, I've worked with some users on setting up Pandadoc for these sorts of things till the quote tool is built out a bit further, maybe that's an option?

topic Re: Customized billing in Quoting tool in Sales Hub Tools

Customized billing in Quoting tool

Re: Customized billing in Quoting tool