Can we use custom-property of Deal object on Quotes?

[NTrapnirundon]

Hi team,

I have seen this topic talking about using custom properties of Product object on Quote however, it seems there is no response yet.

https://community.hubspot.com/t5/HubSpot-Ideas/Custom-product-properties-on-Quotes/idi-p/356561

I have the similar issue that we need to add a custom properties of Deal object to the Quotes (such as, "payment-method", "payment-pattern", and other fields).

May I ask if it is possible to do so at the moment? Or it is still under the [idea-submitted] status?

Cheers,

Rei.

[PamCotton]

Hello @NTrapnirundon, I would recommend adding your comment to the idea you shared, Upvoting there will alert our Product Team to the popularity of this request. Doing so will also auto-notify you if/when this functionality becomes available within HubSpot

and I will be adding some top experts to share their thoughts, @Dan1 @karstenkoehler @Crystal_Hopper what would you recommend to @NTrapnirundon?

Thank you,

Pam

[Damse]

Hi Pam,

A little surprised to see this thread. Forgive me - we're fairly new to HubSpot and still trying to grasp the ins and outs of all your wonderful features.

One thing that surprised me kicking off the CRM was, that i could not chose important things such as payment terms and cancellation terms on a new deal that i create.

I went ahead and created a custom property for both of these fields, but now i'm struggling with how to include these properties onto a client quotation.

So my question - What does other clients do? Is payment terms and cancellation terms just not a thing in HubSpot? Or am i an outlier?

Looking forward to hear back. 🙂

[Crystal_Hopper]

Thank you for the tag, but unfortunately our company does not yet use Deals or Quotes. I'm working on it though!