Quote does not show the start date for a recurring product

SOLVE
tvilon
Participant

I can enter a start date for a specific product on a quote but it id not displayed on the quote itself... Only the term length is displayed on the quote. 

 

So far I have to add the info to the product description.

 

Capture d’écran 2018-11-14 à 10.12.55.png

1 Accepted solution

Accepted Solutions
jennysowyrda
Solution
Community Manager

Hi @tvilon,

 

Thanks for the context! Currently the start date is not shown in quotes by default. If you would like to see this implemented in the future, I would recommend creating an idea in our ideas forum.

 

Thanks,
Jenny

View solution in original post

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5 Replies 5
jennysowyrda
Community Manager

Hi @tvilon,

 

Do you mind clarifying what issue you are experiencing? The more screenshots, details and information you can provide, the better the Community can assist.

 

Thank you,
Jenny

0 Upvotes
tvilon
Participant

Yes sure 🙂 Here is a step by step of my problem : 

  1. Create a product with recurring payment
    1.png
  2. Add this product to a deal
  3. Create a quote from this deal
  4. On page product add a start date to the product
    2.png
  5. on final quote the start date is not displayed
    3.png

 

The start date is of the upmost importance as it defines when the customer will get access to our product and start paying.

jennysowyrda
Solution
Community Manager

Hi @tvilon,

 

Thanks for the context! Currently the start date is not shown in quotes by default. If you would like to see this implemented in the future, I would recommend creating an idea in our ideas forum.

 

Thanks,
Jenny

View solution in original post

0 Upvotes
LaurenKeane
Participant

This is definitely required... If the term is on the quote then the start date needs to be included as well. ie; 3 years starting when? If there is no inofrmation there I assume it would BE assumed to start upon signing the quote, however that's not the way we do business... We have set starts dates. 

 

We also have different start dates for each product on the quote and is quite frustrating to have to remember this / write it down seperately and then enter it in the description for each product.

 

EG (basic example)

- The first month we work with a client is on Strategy. 

- Recurring services start the following month.

fdouroux
Member

agreed, it would be great to have the start date for recurring services.

 

Also,  quotes does not calculate the annual reccurring amount but only the monthly fee. Most of the time , we want to send quotes for 1 year subscription, upfront payment. 

This is a blocking point if i want to ask my sales team to edit quotes in Hubspot.

 

 

 

0 Upvotes