We have an issue with our customers wanting separate quotes. One for licenses and one for services, this makes the line items dissappear for each quote that we do.
This affects us as we use the values under the product line items to calculate the outstanding value on our quotes.
Is there a way to hide a line item from the quote without it being removed from the deal?
Hey @AKara, thank you for posting in our Community!
I understand you are wondering if you can prevent line items from appearing in your quotes, or hide them directly, however, I’m afraid that at the moment it is only possible to hide, clone, or delete them directly. (please refer to the image attached). Currently, there are no options to hide them from your quotes.
You might be interested in this article with detailed information on how to Create and share quotes, and this one about creating and using customized quote templates.
I want to invite @danmoyle, @HubDoPete, and @Bryantworks, any recommendations for @AKara?
Thank you,
Pam
Thanks for the tag @PamCotton. I would hav shared the same advice for @AKara - customizing a quote template is likely the route here. That might include talking to a partner or HubSpot developer, as it’s not always easy to customize HubSpot tools. But that was my thought!
Hey @AKara,
Nice to meet you!
We have an quote automation app for HubSpot called Portant. It it will give you more control over how the quote looks and what data is added to your quote than HubSpot’s native quote tool. You could make different quote templates for each version. I made a short 60s video about it here:
If this sounds helpful, we have some docs to help you get started: HubSpot | Portant Docs but if you need any additional help, please feel free to email me james@portant.co and we can set up a call.
Cheers,
James - CEO @ Portant
Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in…
Would hiding the line still add the cost to the total?
I create custom quote templates if you would like to discuss them and what options you would have.
Yes I agree - a little custom code in your HubSpot Quote template can take care of this.
If there would be an possibility to Hide a certain product within the Product Library, would be great and simple solution.
It can be used in the background for the Orders or Invoices sync, however, not being able to be used on Quotes.
Hi @MartinaK and welcome, we are delighted to have you here!
Thanks for asking the Community!
Just to confirm what has been said on this thread by @danmoyle and @HubDoPete (thank you both), you can use custom code in your HubSpot Quote template for that.
That said, I understand that you’d like to have it in the Product Library for a simpler solution.
For new feature suggestions, I’d recommend first to search and check if this idea is already present on our Ideas Forum here. If you find a similar idea, give it an upvote and share your unique use case in the comments.
If the idea doesn’t exist already, please consider posting and creating a new Idea on our Ideas Forum here.
Thank you for being part of the discussion!
Have a lovely day!
Bérangère, HubSpot Community Manager