Oct 23, 202412:31 AM - edited Oct 23, 202412:42 AM
Member
Adding default fees to quotes
SOLVE
Hey @MStevens11 I don't believe you can directly set a default fee that automatically appears in every quote template, you can implement a workaround using custom properties and quote templates.
Here’s a general approach:
Create a Custom Property: Set up a custom property in your HubSpot account for the default fee. This will allow you to manage it easily.
Use Quote Templates: When creating your quote template, you can include a line item that references this custom property. You can set it to automatically include the default fee.
Adjust in Each Quote: When generating a new quote from the template, the default fee will appear. You can then manually remove it if needed.
feel free to reach out if you have any other questions!
I'm with hapily, a HubSpot App Partner, and we have built a quoting tool, quote•hapily, for HubSpot that allows you to set rules such as automatically applying One-Time Fees. You can use the Quote's "Template Type" as condition to apply this rule. Quote•hapily alos supports using other information from the quote, line items, deal, and/or associated records to apply these rules.
Below is an example of the rule setup for automaticlly applying One-Time Fees:
Once you have created and activated your rule, the One-Time Fee will be automatically applied when creating a quote via the quote•hapily rule builder:
Also, I can see that this idea "Calculated properties for Products" is in planning, so that's great news! I'd recommend following this idea so that you get notifications when updates are made!
Oct 23, 202412:31 AM - edited Oct 23, 202412:42 AM
Member
Adding default fees to quotes
SOLVE
Hey @MStevens11 I don't believe you can directly set a default fee that automatically appears in every quote template, you can implement a workaround using custom properties and quote templates.
Here’s a general approach:
Create a Custom Property: Set up a custom property in your HubSpot account for the default fee. This will allow you to manage it easily.
Use Quote Templates: When creating your quote template, you can include a line item that references this custom property. You can set it to automatically include the default fee.
Adjust in Each Quote: When generating a new quote from the template, the default fee will appear. You can then manually remove it if needed.
feel free to reach out if you have any other questions!
1. Is this custom property a calculated property that is amount * whatever % you want for the fee?
2. How do you include a line item in the quote template? I am able to adjust my line items columns shown but nowhere do I see the ability to add a default line item nor reference a custom property with a line item.
Hey @MStevens11 Yes, you can set up a custom property as a calculated property that reflects the fee based on an amount multiplied by a percentage. This way, it will dynamically adjust based on the values you enter.
To include a default line item in a quote template, you typically need to add it manually each time you create a quote. Unfortunately, I don't believe HubSpot currently allows you to set default line items in the same way as custom properties.
I am still confused, how would this work as a custom property? You are saying include a line item that references the default fee custom property, but you are also saying I can't set default line items the same way as custom properties. So is this not possible at all to have something default into a quote template?