Apply automatic tax rate based on country onto quote

[LNguyen198]

Has anyone had any luck with natively applying automatic tax rate based on the country onto the quote using API? For example, deal is in AUD currency so the quote automatically has the GST applied and any other discounts can be applied separately.

Line by line is cumbersome for the team as there are often multiple products on the quote. We often have quotes with discounts as well so we need to be able to apply the tax and the discount but don't want to rely on sales people to input the tax.

This is one of the few features we require, we have looked into the quote integration tools but they have many features we don't need and hope to apply the features we want natively. 

[NatalieL]

Yep, something DepositFix can help with—automatically applying tax rates like GST based on the deal’s country or currency. 

If that sounds like what you’re looking for, let’s connect. I’d be happy to share more. 

[JMcLaren78]

Yes we can do this

[PamCotton]

Hey @LNguyen198, thank you for posting in our Community!

Currently, HubSpot doesn't natively support automatic tax rates on quotes based on location. However, you could use a custom workflow to preset taxes based on location properties or integrate with an external tax API  to calculate and apply taxes automatically. 

Custom quote templates are also an option if you're open to a bit of development work. 

Hope this helps! *this is a suggestion not a legal advice.

[LNguyen198]

When you say custom quote template are you referring to Design Manager?