HubSpot Power User Tech Stack Question:
I run a rental business and we are switching over to HubSpot this month.
Our sales process is built on quoting. We get about 700 quote requests a month and our tech stack is a combination of Active Campaign, Pipefy, Quotient, Google Sheets, and Quickbooks (and zapier of course to hold everything together with duct tape and bubble gum).
After purchasing HubSpot we discovered the quoting tool does not allow a customer to “accept” or “decline” a quote and then pay the associated deposit or full balance to book.
Our goal here was to use HubSpot and Quickbooks only but now I’m thinking we might need to keep using a quoting tool that allows for payment processing.
Does anyone have a recommended setup that they use for a quote focused sales process, with online payment, using HubSpot and Quickbooks?
Bonus points if this setup allows a customer to accept a quote and then purchase in one screen without having to have the sales person send an invoice.
Hi Chris,
I think the best thing to do would be to leverage HubSpot’s integration with Stripe. In Sales Hub Professional and above, there is the option to add a payment link to your quotes via Stripe. You can learn more about how to set that up here. Stripe will then be able to integrate with Quickbooks for you.
Definitely keep us posted on how this works for you! We launched Quotes this spring and we’re very much invested in making this feature even more powerful and valuable to our customers.
Hi Collecting the payment with Stripe will not help us here.
Like Quotient and other quoting and proposal tools we have to have the user “e-sign the terms, dates, shipping address” and all of the info on the quote prior to purchasing or making a deposit.
Can you please ask to have this simple functionality added to the quoting tool. It really is important and we can’t collect payment prior to acceptance.
Hi Chris,
I know that it involves extra cost, but you may want to look into PanadaDoc. This is a Hubspot integration quote and proposal tool that provides you with esignatute and payment capture capabilities.
We use it here and really love it.
I would also like to do everything in HubSpot including the quoting process, but at this point, I feel that part of the product is not quite mature enough yet.
I am hoping it can become possible to organize attachments. Our company has several attachments per Contact/Deal that we need access to, but only two we would need quick access to. . . You can only pin one and when you get 10-20 attachments, it makes it difficult to find the one you are looking for.
Hi Stacie,
We don’t have a solution for this just yet, but I’m going to share this feedback with the team.
Hello,
When sending out sequences I would like to be able to attach custom proposal on the first email. This would be an amazing feature so when I send out estimates/proposals, it can keep the lead hot and continue to send them follow-ups. To clarify, this would not be a default document, this would be different at the beginning of each sequence.
Is this something that will implemented in the future? If so, any projected timeframe?
Thank You in advance!
Loving this idea! Will pass it along to the team.
In the meantime, a workaround might be to create a Sequence where the first step is a Task reminder to send the quote. You can then set a 1 or 2 day delay between your follow up email or tasks.
We have the paid version of HubSpot CRM/Sales Hub/Service Hub. Currently we can only search for accounts by the account Name. For all of our accounts, we list an eight digit account code ######-##. Our previous legacy CRM allowed us to search by either name or account code. Please add functionality in the search bars throughout HubSpot to allow users to search for accounts by Name OR custom properties (such as Account Code). At times, the only information we have is Account Code when interacting with our clients.
Great news! Custom property search is now included in any Enterprise edition (Marketing Hub Enterprise, Sales Hub Enterprise, and/or Service Hub Enterprise). To make a property searchable, you’ll need to configure it under settings.
Go to Settings > Properties, and search for the property that you’d like to make searchable. If you scroll down, you’ll see that there is now an option for “Add to Search”, if you check that off, the property will be searchable. Hope that helps!
For existing Sales pro customers - will we get access to see the new enterprise features?
Unfortunately, Sales Hub Professional customers will not get access to the new Sales Hub Enterprise features. If you think you might be interested in the Sales Hub Enterprise features, we do offer a free trial which our sales team can set you up with. Once you’re in the trial, you’ll be able to play around with all of the new Sales Hub Enterprise features and decide if the product is a good fit for you and your team. You can talk to sales and get started with the Sales Hub Enterprise trial by following this link.
Is there a section on navigating HubSpot and features discription? If not, I think that would be very useful. I’ve seen the excellent demos and training videos. But, nothing directly address the program itself like:
1. Why do the contacts show up in the order that they do… and how can you fix it to show up a different way. (I saw the two little arrows which seem to chronolize or alphabetize, but nothing to indicate what it’s doing.)
2. Why does it keep going back to the first page after working with a contact or company instead of maybe one-stepping back to the last page you were working on to choose the next contact in line.
I think it’s an excellent tool… I just don’t know if I glossed over a basic use document somewhere.
Thanks!
Daniel
Hey Daniel! Not sure if you’ve already stumbled across this (we’ve got a lot of resources), but this guide to getting started with the CRM might be helpful. You can also search for just about anything from Help Center. 
To answer your specific questions,
- The contacts by default are ordered by date, but you can use the arrows to filter them a bit.
- In terms of going back to the first page… one thing that you might be interested in is task queues. You can learn more about task queues here, but it’s basically an easy way for you to power through your to-do list (without having to go back to the first page).
Can you please add the ability for a customer to accept or decline a quote prior to paying the deposit or full balance via stripe.
This is super important and would allow our company to only use HubSpot - instead of needing to use another quoting tool.
Hi Chris,
We just released the eSign as part of the HubSpot quote feature. It is included in Sales Enterprise. You can test the feature via trial steps that Elise described above.
And to add to your question above, we are looking into the integration of quotes with Quickbooks, Xero, etc. to allow information to sync between the systems.
Thank you,
Iuliia
THIS IS GREAT!!! Thanks
How different is the new video option from what is supported today through the Wistia integration?
Hey Gil - HubSpot Video feauters some Vidyard technology (hosting, playback) but is a native HubSpot integration. This means our product teams built it and is therefore a deeper more built-in integration than what you might expect from a Connect integration.
Marketers don’t need to install, signup, or pay for any outside software for it to work. Also as the product matures you’ll see deeper video connections between other tools like workflows, lists, the contact record, and reporting.
Thanks,
Marcus Andrews (Product Marketing - HubSpot)
Love that HS released advanced reporting to Enterprise customers but it has some flaws! I can’t add a report created to a custom dashboard.
From the Reports tool - there is not an option for “Existing Custom Dashboard” and “Existing Dashboard” only allows the default HS dashboards to be selected
“Existing Dashboard” only allows the default HS dashboards to be selected not the custom dashboards.