# Adding default fees to quotes **URL:** \ **Category:** CRM\ **Tags:** crm, enterprise\ **Created:** [October 22, 2024, 8:39pm UTC](https://community.hubspot.com/t/adding-default-fees-to-quotes/118953 "2024-10-22T20:39:52Z")\ **Posts on this page:** 9\ **Page:** 1
**Author:** ![MStevens11](https://avatars.discourse-cdn.com/v4/letter/m/f08c70/32.png) [@MStevens11](https://community.hubspot.com/u/MStevens11)\ **Post date:** [October 22, 2024, 8:39pm UTC](https://community.hubspot.com/t/adding-default-fees-to-quotes/118953/1 "2024-10-22T20:39:52Z")
Is there a way I can add a default fee to quotes which can be removed but is always there when a new quote is created from that template? ---
**Author:** ![DvinM](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/dvinm/32/26167_2.png) [@DvinM](https://community.hubspot.com/u/DvinM)\ **Post date:** [October 23, 2024, 4:31am UTC](https://community.hubspot.com/t/adding-default-fees-to-quotes/118953/2 "2024-10-23T04:31:56Z")
Hey @MStevens11 I don’t believe you can directly set a default fee that automatically appears in every quote template, you can implement a workaround using custom properties and quote templates. Here’s a general approach: 1. **Create a Custom Property** : Set up a custom property in your HubSpot account for the default fee. This will allow you to manage it easily. 2. **Use Quote Templates** : When creating your quote template, you can include a line item that references this custom property. You can set it to automatically include the default fee. 3. **Adjust in Each Quote** : When generating a new quote from the template, the default fee will appear. You can then manually remove it if needed. feel free to reach out if you have any other questions! ---
**Author:** ![Berangere](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/berangere/32/220784_2.png) [@Berangere](https://community.hubspot.com/u/Berangere)\ **Post date:** [October 23, 2024, 6:31am UTC](https://community.hubspot.com/t/adding-default-fees-to-quotes/118953/3 "2024-10-23T06:31:52Z")
Hi @MStevens11 and welcome to the Community! We are so glad to have you here! Great question, thanks for asking! @DvinM thanks for your help and for suggesting a workaround. Have you been able to test these steps yourself? What was the outcome? Thank you and have a great day! Best, Bérangère ---
**Author:** ![MStevens11](https://avatars.discourse-cdn.com/v4/letter/m/f08c70/32.png) [@MStevens11](https://community.hubspot.com/u/MStevens11)\ **Post date:** [October 23, 2024, 2:37pm UTC](https://community.hubspot.com/t/adding-default-fees-to-quotes/118953/4 "2024-10-23T14:37:03Z")
Hi @DvinM thanks for the response. A few follow ups to this: 1. Is this custom property a calculated property that is amount \* whatever % you want for the fee? 2. How do you include a line item in the quote template? I am able to adjust my line items columns shown but nowhere do I see the ability to add a default line item nor reference a custom property with a line item. Thanks! ---
**Author:** ![DvinM](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/dvinm/32/26167_2.png) [@DvinM](https://community.hubspot.com/u/DvinM)\ **Post date:** [October 23, 2024, 9:56pm UTC](https://community.hubspot.com/t/adding-default-fees-to-quotes/118953/5 "2024-10-23T21:56:32Z")
Hey @MStevens11 Yes, you can set up a custom property as a calculated property that reflects the fee based on an amount multiplied by a percentage. This way, it will dynamically adjust based on the values you enter. To include a default line item in a quote template, you typically need to add it manually each time you create a quote. Unfortunately, I don’t believe HubSpot currently allows you to set default line items in the same way as custom properties. ---
**Author:** ![MStevens11](https://avatars.discourse-cdn.com/v4/letter/m/f08c70/32.png) [@MStevens11](https://community.hubspot.com/u/MStevens11)\ **Post date:** [October 24, 2024, 2:42pm UTC](https://community.hubspot.com/t/adding-default-fees-to-quotes/118953/6 "2024-10-24T14:42:58Z")
I am still confused, how would this work as a custom property? You are saying include a line item that references the default fee custom property, but you are also saying I can’t set default line items the same way as custom properties. So is this not possible at all to have something default into a quote template? ---
**Author:** ![DvinM](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/dvinm/32/26167_2.png) [@DvinM](https://community.hubspot.com/u/DvinM)\ **Post date:** [October 24, 2024, 7:01pm UTC](https://community.hubspot.com/t/adding-default-fees-to-quotes/118953/7 "2024-10-24T19:01:06Z")
Hey @MStevens11 I don’t believe so unless someone else knows a workaround for it. ---
**Author:** ![Berangere](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/berangere/32/220784_2.png) [@Berangere](https://community.hubspot.com/u/Berangere)\ **Post date:** [October 31, 2024, 10:41am UTC](https://community.hubspot.com/t/adding-default-fees-to-quotes/118953/8 "2024-10-31T10:41:31Z")
Hi @DvinM and thank you for your help @DvinM! I hope that you are well! I’d like to share the workaround that @himanshurauthan mentions on this post “[Add a fee as a product or line item](https://community.hubspot.com/t5/Commerce-Tools/Add-a-fee-as-a-product-or-line-item/td-p/639484?profile.language=fr#M122)” that might help you! Also, I can see that this idea “[Calculated properties for Products](https://community.hubspot.com/t5/HubSpot-Ideas/Calculated-properties-for-Products/idi-p/342943)” is in planning, so that’s great news! I’d recommend following this idea so that you get notifications when updates are made! I hope this helps! Have a lovely day! Best, Bérangère ---
**Author:** ![hapilyJonathan](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/hapilyjonathan/32/28224_2.png) [@hapilyJonathan](https://community.hubspot.com/u/hapilyJonathan)\ **Post date:** [February 3, 2025, 9:37pm UTC](https://community.hubspot.com/t/adding-default-fees-to-quotes/118953/9 "2025-02-03T21:37:45Z")
Hi @MStevens11 , I’m with hapily, a HubSpot App Partner, and we have built a quoting tool, [quote•hapily](https://quote.hapily.com/solutions/rules-engine), for HubSpot that allows you to set rules such as automatically applying One-Time Fees. You can use the Quote’s “Template Type” as condition to apply this rule. Quote•hapily alos supports using other information from the quote, line items, deal, and/or associated records to apply these rules. Below is an example of the rule setup for automaticlly applying One-Time Fees: ![CleanShot 2025-02-03 at 15.22.12@2x.png](https://d2qpr2jzcazej7.cloudfront.net/original/2X/7/727111e831297293714a590f02633f1e172051f8.png) Once you have created and activated your rule, the One-Time Fee will be automatically applied when creating a quote via the quote•hapily rule builder: ![CleanShot 2025-02-03 at 15.24.22.gif](https://d2qpr2jzcazej7.cloudfront.net/original/2X/9/9dc7b196c0bfa1ead467b96560afe3d63d1d77bc.gif) Hope This helps! Best, -Jonathan