Add a fee as a product or line item

[AMejia9]

I need to add a fee to all the quotes, the fee is a fixed percentage of the total amount of the quote, so I'm wondering if there's a way to add a product or line item that the price is a calculated fee (Quote amount * 5%) so I don't have to add the unit price of the fee manually each time?

Thanks!

[Josh · Accepted solution]

Hi @AMejia9,

It doesn't appear as though this is possible at this time but potentially the future. Here's some information on the ideas forum that was just updated last month by @ethankopit from the HubSpot Product team.

Thanks for the ping @kvlschaefer.

Josh   

[kvlschaefer]

Hi @AMejia9,

Thanks for reaching out!

I wanted to add some experts to our conversation.

Hi @johnelmer, @Josh, @himanshurauthan, @warrendavey, @Dan1 - Do you have any advice for @AMejia9?

Thanks!

Best,

Kristen

[himanshurauthan]

Hello, @kvlschaefer thank you for tagging me in.

So @AMejia9 so as @Josh has already said, currently, there's is no way you can do this directly in HubSpot. 

But there is an alternative that is custom coding in the quote.

[AMejia9]

Hello @himanshurauthan thanks for your reply, what do you mean about that custom coding in the quote?

I'm not a coding expert but I'll appreciate some context to talk with the IT people of my company to see what they can do.

[himanshurauthan]

Hello @AMejia9,

We had done something like this when we have added a few products automatically when a deal is created. That is something you can also do using custom workflow action.

You can create a deal-based workflow and based on the conditions when the custom workflow action will execute, you can add the calculated fee.

Alternatively, as the Quotes API is also available in beta now, you can use those APIs to achieve this functionality. But, as I said they are in beta for now - https://developers.hubspot.com/docs/api/crm/quotes

Also, we have experience and worked on similar customer app development, you can always connect us and our team will help you out with development and implementation. 🙂

Regards,

[kvlschaefer]

Thanks for sharing, @himanshurauthan!