1. We can define which fields are only visible on the screen and in print (to the client). This is beneficial because we can make our internal calculations which are only visible to us and then present an extract from this to the customers. For instance, I would not like the unit price on the quote but not have it visible to the quote recipient.
2. We are also able to use a template (without pricing but only Quantity as pieces) as a packing slip.
Thank you for sharing your insights on using QB for quotes. It’s great to hear about the customization capabilities, especially the ability to control field visibility for internal calculations. We appreciate your feedback on the template usage for packing slips. While HubSpot currently may not have these features, your suggestions will be considered for future enhancements. If you have any more suggestions or specific needs, feel free to let us know. We’re always looking to improve our platform to better meet your requirements.