Would also add that tax should be displayed for subtotals and not just as a grand total at the end. If you have recurring and one-off payments within the same quote, you want the buyer to know the total upfront payment inclusive of tax for any potential bank transfer. This avoids buyer/sales rep having to do sums and communicate totals that don't appear anywhere on the quote.
The idea of hubstop is to do thinks quicker and using techonology to avoid mistakes. The idea of having a "manual" procedure to add taxes is just againts the general idea of using a software tool to make those kind of things (calculations) easy not harder.
it's really a showstopper having to add VAT manually - it's a shame that basic elements of a good CRM are missing from hubspot. it's preventing us from fully deploying hubspot as a CRM solution
It seems pretty simple, but not having taxes at a product level can cause a lot of problems when using HubSpot products / quotes. While I'm are aware that there's some clunky workaround, creating a quote with products with different taxe rate can be a real problem / show stopper for HubSpot, and require some customization / connection to work.
Example :
There's 4 tax rates in France (20%, 10%, 5,5%, 2,1%). If you create a quotes including a normal SaaS product with 20% taxes combined with food product, taxed at 5,5%, you will need to do some manual modification to your quote, instead of having one product at 5,5% and one product at 20%, making the process complicated/with errors compared with a situation where taxes can be managed at a product level, like in Quickbook.
This would be a massive benefit for us - i am bemused as to why it is not already available. The system is so customisable excpet something that is quite pivotal to a lot of companies.
