Update Price when Billing Frequency is Changed

Smart CRM & Sales Hub Tips, Tricks & Best Practices
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1

Is there anyway to automatically update the Unit Price field when the Billing Frequency is changed? ie. Annual billing for $120,000 updates to $10,000 when the billing frequency is changed to monthly? Right now it appears we have to manually divide each line item by 12 to get this to happen.

2

Hi @CPudenz,

Thanks for reaching out!

I would like to invite some experts from our community to our conversation.

Hi @Josh, @danmoyle, @himanshurauthan, @Edyta7510, @Aakar - What would you advise for @CPudenz?

Thank you!

Best,

Kristen

3

Do we have any addtional insight here?

4

Hello @kvlschaefer and @CPudenz,

Currently, HubSpot does offer this functionality by default.

However, you can customise the quote and achieve your desired goal.

If you face any problems in customizing the quote, let me know I’ll align you with one of my HubSpot experts to help you out.

Regards,

5

Hi Himanshu, did you mean currently Hubspot does not* offer this? How do you customize the quote to do so?