I would like to be able to create reports by calculating Fees on Quotes in the same way I can with Fees on Invoices.
I pay Sales Commissions based on Total Contract Value of Quotes minus the fees but I have no way to calculating the Fees to remove from the TCV.
Custom Properties for Quotes would also be very valuable for this purpose so I could create a calculation property to give me the TCV minus Fees which is the amount I pay Commissions on.
Please let me know if you still have requirements. I am happy to help you.
Hello from HubSpot. Quote custom properties are now available to all portals with Quotes. With this launch Quotes can have their own custom properties to personalize quotes or within reporting & workflows.
For this particular question should be able to now create a Quote calculated property that subtracts total fees from TCV. Screenshot of suggestion: CleanShot 2026-01-14 at 10.13.03 · CleanShot Cloud
More information on the Quote custom property functionality here: HubSpot Login and Sign in