When building out an estimate there is no way to get UOM (unit of measure) built into the quote.
My company sells by Piece, Square Foot, Item, and it can be confusing sending over a bid with out the UOM.
Also, Packing Information would also be helpful.
Right now there is now easy way to get these fields to show up on a quote. Anyone using hubspot to sell a PRODUCT needs UOM on there quote.
Hi @danwestra
You can add a custom property to your Product Library and set it for each product, so it appears on the Line Item when used
I recommend using a dropdown, so it is pre-set with selections like Piece, Square Foot, Item, etc.
All Product properties also appear in Line Items, so this method will work with Ad Hoc Line Items too.
Then if you are using HubSpot Custom Quotes, edit your quote template to include an extra column for the UOM custom property.
Will that cover all that you need?
best
Pete