Being able to bill directly from tickets would streamline our process a ton. I know quotes exist in Deals, but since we bill on a ticket basis, we would need to create a deal for each ticket created just to bill from that deal. Currently we have a billing stage in our service pipeline where the billing dept takes ticket properties (hours worked, work done, etc) and sends invoices/bills using Zoho Books.
Quotes is great, especially with product library and the Stripe integration. Extending that functionality direclty into tickets, and having ticket properties affect quotes would be amazing!
Edit: A ticket based workflow that would send these invoices/bills automatically using ticket properties would be a dream come true.
For my company it would be important that products be able to be added to Company records without needing to be part of a quote. Tying everything to a quote is very restrictive. Out clients will regularly update their packaging with us without there being an official quote attached to the change.
Hi @ethankopit - is there any update on including products / line items on tickets? We would really love this ability to be able to track service requests that relate to specific prodcuts. Thanks!
@ethankopit What’s the ETA for this? If I can wave a magic wand I’d be able to see a card on the side bar with a list of products ordered all time by the contact with the product name and sum count from individual deals! And if this can be displayed also in a card on the sidebar on the associated company record that’d be awesome. Alternately it could be a link to a separate “products ordered” report as a second choice if there are limitations with option 1.
Need tickets associated to company to be able to be pulled just that company. Put tickets up where email and tasks are. This is in the recommendations pipeline.
Should be extended to have a report (dashboard), if product sales related to companies are done. Means, a user can add product sales to a company entry and these sales could be tracked via a report.
This would be a great addition to HubSpot. Let me give some context:
We’re selling SaaS-subscriptions to companies. We would love to have insight in the licenses our (B2B)-customers have. At this moment we’re looking into creating Custom Objects for this. However, all our products are already collected in the ‘Products’-section (or Line Items). It would be stupid not to use this. Best case scenario would be to be able to set a start- and end-date to the association between company and product.
Hey folks - my name is Ethan and I’m the product manager for the Products and Line Items team. I just wanted you to know that my last status update (i.e. that we will achieve this feature by using Commerce objects (e.g. Deals, Subscriptions, Custom Objects) to connect Line Items to thinks like Companies or Tickets or Contacts) remains true. We don’t plan on having Line Items connected directly to contacts, companies, or tickets.
As a sidenote, I’ll be updating the top Ideas associated with Products and Line Items ~once per quarter going forward. I will include (1) whether or not a feature is on the roadmap for that quarter or not and (2) what our rollout plan for that feature is (e.g. will there be a beta or not). If you have feedback about additional information I could include in these updates, drop a note here. If I see a theme, I’ll adjust my updates to address that.
I won’t be doing this for every idea, but most ideas above 25 kudos will get that treatment.
Having used other CRMs in the past, those systems attached products to the Company and/or contact for sales and account management - it makes sense to attach products. We need to run reports that show utilization of those products.
We’ve worked around this by using a custom property and mapping the SKU’s from a line item on the new deals created from our ecommerce API endpoints to append values to the custom checklist-type property via a workflow. Plus we did a manual historical data import to backfill. Not perfect but it works.
Thank you for the reply. Not sure I’m completely qualified to understand everything you said, yet it’s a start. I’ll forward this to the Administrator of our HS for consideration.
This is a no-brainer to me. If Hubspot wants to compete for the Services/Client Success spaces this is a non-negotiable.
Being able to determine who has what products for what ARR is crucial at the company level.
we’d like to have an overview Company / Articel. As result the sales teams sees, 1) where cross-sales opportunities are and 2) have an good overview for anual discussions. As extended version, we’d like to have the possibility to mark articels as sales targets on Companies.
And as third wish, we’d like to have the option, to attach files on products. this would give us the option, to attach manuals ect.
Creating visibility and streamlining products from deal to company to service would be so valuable to get everyone on the same page. A better connection with Quickbooks Online with two directional integration would be so impactful and avoid disparate systems and manual input/error. Please help us!
Would love to be able to associate line items to tickets. As an ingredient company, we frequently send out samples through tickets. We can’t see the total number of pounds we send out of each SKU without overcomplicating the “Create Ticket” form.
I’m currently in the beta of this feature. It’s quite basic for now, but this already makes our work a little more efficiënt.
Now the next step would be to calculate the Quantity based on a Company- or Contact-field. I can copy these fields from company to deal, but i can’t copy them to the line items.