Hubspot Estimation for Service Based EntrepriseSOLVE
Feb 13, 2020 2:36 PM
I am working on a project that we need to add service based products in order to do estimation for our customer. Hubspot has a section for products but it’s not as flexible and doesn't fit our business needs.
I just want to know if there is a way to do it in hubspot if not what is the alternative.
Like I mentioned above, we are serviced based company.
So when our sales team want to propose our services to clients they do send a proposition and estimation. Let’s focus on the estimation since our proposition is well handled.
So right now we do estimation on a spreadsheet. Then send them to our customer.
What we want is to select a Services via a drop-down menu (most be able to select multiple services). Then when we select a service we want to have a currency/number box to enter a budget. When we entered all this information, we want to be able to see the total amount enter for each service.
Is it doable with hubspot? If not, can we integrate a third party software that can help us do these kinds of estimation?
Solved! Go to Solution.
Feb 14, 2020 4:00 PM
So you should completely be able to do this in my mind.
-As an admin, you can create a standard set of products. Even if you just create something called Service (each line item can be added multiple times if needed to an individual deal record). Then you can adjust the description (on the quote) and price of this beyond what you might have defaulted. (this leverages add from the library on deal records)
-You can also create on a deal one-off products at any given time. These do not get added to the overall product library and are specific to the deal you are working on. (this leverages add product on deal records).
All of this can they leverage the ability for HubSpot to generate a quote which shows the entire picture. These are great and can be shared via a link if you like that allows them to also download the price quote.
I am not sure that is helpful I admit it has been a long day.