I’ve spent the last several months incoporarting and training my employees on HubSpot. I’ve finally got to the point where I can turn to the quotes feature…only to realize that I can’t set an automatic tax percetnage. What?? So my salesmen have to manually figure tax for every quote they send. That is just…such a dissapointment. It introduces so much room for error and adds time to the process. And it’s really surprising with their focus on adding finance features like payments last year. Here’s the best solution I can think of to get this off the ground quick:
Let Quickbooks add the tax automatically as part of the integration with HubSpot. It’s already syncing the products over which are used in quotes. Since Quickbooks already has the informaton, why not just pull from that?
HubSpot should absolutely put this on the roadmap soon though.