@mlahens Hi! We have some Products that are “hours of service”. So if the customer is paying for design, and our designers estimate this job will take them 4 hours to finish it, our Deal has a Product like “Design Hours X 4”. It’s ok to show this internally in the backend, but when we create a Quote in the Deal, this amount of hours, or amount of the same Product, it’s shown in the products table.
I would like to remove it from the Quote. It’s more like an internal metric than for the clients.
Is that possible?
Thank you.
@GSantos right now, no. In general we don’t do a good job supporting service-based business such as yours, and we’re looking to change that soon.
If on your quote you only show units of time, how do you communicate pricing to your prospects?
(If you’d rather talk more directly with me about your use-case, please book some time with me.)
In other news, we’re looking at making some structural updates to the quotes and the way we display pricing totals. To anyone interested, below are examples of you’ll see in the app today, followed by the updates we’re exploring.
My main question is, “Which one is easier for you to read, and why?”
Current totals section in Products:
Current quote:
Updated totals section in Products (same data as above):
https://hubspot.invisionapp.com/share/EBN9WIVUPF6
Updated Quote (same data as above):
https://hubspot.invisionapp.com/share/PKNAGP24T6F
@mlahens Hi!
We posted about Product/Quotes in the past - let me recap our use-case as this seems like a productive discussion 
1. Our products are not fixed tiers or first recurring prices. it’s based on usage and parameters of the client/deal.
2. We have 2 main parameters that determine the tiers - it would be great if products could be defined as recurring charge (monthly/quarterly/annually) that are set by values of a few params (traffic, and catalog size in our case)
3. If we can then have Quotes to support the above structure, that would be awesome
Our current solution is to create Google spreadsheets to manage that with formulas for each client…a huge PITA!
If you solve the product/quotes issues, we would never leave Hubspot
Hi @mlahens
We don’t show units of time, that’s the change we are trying to do.
We want to hide the units of products, hide the units of time.
Keep only the total $ per product, without units.
Thank you.
@mlahens definitely your second option https://hubspot.invisionapp.com/share/PKNAGP24T6F#/screens is much easier to understand as currently things get lost as they all blend together too much. Clients don’t understand or pick this up correctly and nor do accounts. Great to see this direction role out.
One other key thing that I think has been asked for is to be able to set a global tax rate percentage rather than have to work this out individually every quote. This is one big reason we stopped using quotes as it was open to errors and just takes up time that should be quick.
Finally, it’s a shame you guys only offer the e-signature feature to the enterprise users when I would expect this feature to be used by lower-end users more. Is there plans to change this or open this feature up to more?
Thanks,
David.
@AndyPitre I love the idea and am concerned this would be at the Enterprise level only.
Hello! I want to good CRM service for my company, there are fifteen employees in my company, I want to manage to report on the employees daily bases. And I also want to printout system of the report. My company working as Dezire Residences Dubai which deals real estate property.
I also move Hubspot CRM but no more idea about of Hubspot services. I want to try a free account, Is it secure?
@farhashekh00 I do believe All Hubspot accounts are secure. I have been a user for more than 8 years and have never been concerned about security.
Hope this helps.
Chris
Is there an existing ability to turn off the “total” feature? When we give quotes/proposals, our customers are generally picking from several options, but would rarely go with all options. So, the “total” at the bottom seems very intimidating and is not always accurate. Being able to toggle that on and off would be helpful.
Hello, anyone using Stripe integration with Hubspot Quotes and wishing there was a free trial option (client puts payment info upon signing quote but payment processing is delayed until after x days)? Please check see this new idea and upvote:
https://community.hubspot.com/t5/HubSpot-Ideas/Add-the-free-trial-feature-to-the-Stripe-integration-with-Quotes/idi-p/340708#M57486
Hey folks - my name is Ethan and I’m a product manager here at HubSpot. I wanted to let y’all know that since this thread was posted, we’ve developed a native HubSpot Invoicing solution and we’re actively recruiting for the Invoices Beta. If you’re interested, fill out this form and I’ll reach out. Keep in mind, invoice creation requires that you are using HubSpot Payments (which is a Starter+ feature), so you will need to apply for Payments if you do not already have access. Learn more about applying here.
Invoices can be created directly from Contacts, Companies, Deals, or Quotes (and will pull in associated object information) to speed up your sales process and reduce the risk of human error. Invoices are payable via HubSpot payments (both ACH and Credit Card), and can also be marked as paid manually if payment is received outside of HubSpot payments (e.g. wire transfer, check, PayPal, etc). Invoices are also available in Reporting and Automation to enable you to create time-saving automation and keep a pulse on your revenue and their receivables.
The feature is under active development, so there are a few gaps. You can read our full documentation and FAQs here, but the most common blockers are:
- The HubSpot <> Quickbooks integration (and all other accounting integrations) do not yet support invoice-sync.
- Invoice sending is manual (for now), so invoices cannot be automatically sent on a pre-set schedule.
The beta is a great fit for small businesses who want to centralize their invoicing and reduce the number of tools they use to send invoices and get paid. Fill out the form if you would like access, or pass it along to someone you know who could benefit. Thank you!
