Hey everyone,
I’m currently working on a Pro subscription plan and need some strategic advice.
Store all the service rates we charge customers somewhere in HubSpot. When we build quotes using these rates and a customer accepts them, those specific rates should automatically be saved to that customer’s record for future reference
We’re already using the Product Library for actual eCommerce products via API.
How to do it?
The easiest way is to create a custom object called Service Rates and link it to both the customer and the deal. Set up a workflow to copy the rates from the accepted quote into that object when the quote is accepted. This way, you always see what you agreed on, per customer, for future reference.
If you don’t want custom objects, you can add custom fields to the contact or company, but it gets messy if you have lots of rates or changes. The custom object is cleaner, trust me.