It seems pretty simple, but not having taxes at a product level can cause a lot of problems when using HubSpot products / quotes. While I’m are aware that there’s some clunky workaround, creating a quote with products with different taxe rate can be a real problem / show stopper for HubSpot, and require some customization / connection to work.
Example :
There’s 4 tax rates in France (20%, 10%, 5,5%, 2,1%). If you create a quotes including a normal SaaS product with 20% taxes combined with food product, taxed at 5,5%, you will need to do some manual modification to your quote, instead of having one product at 5,5% and one product at 20%, making the process complicated/with errors compared with a situation where taxes can be managed at a product level, like in Quickbook.
Verticals potentially affected
- Editors (books/press)
- Food product producers
- Healthcare
Potential solution
- Add a product level field with a tax rate (can be just a drop down)
- Allow to auto calculate taxes by using tax rate at product level
This can be a real show stopper for some clients / prospects.