QUOTES - Default settings for all quotes (terms, tax settings, expiry of quotes)

[tjurado]

Hi all,

I absolulty agree with MMT. Please let us know if you are working on this?

Feature request

1. Terms and conditions - allowing our company terms and conditions to be easily added to all quotes
2. Tax settings - set default tax tax settings for all quotes, eg. 10% GST etc
3. Tax - set default tax definition (GST, VAT etc)
4. Expiry of quotes - set default expiry period for all quotes

Benefits

1. Avoid human errors and mistakes
2. Saves time in creating quotes
3. Ensure all terms are correctly applied and understood
4. Ensures more seamless experience between Hubspot, our company and customers

Kind regards