HubSpot Ideas

NilsK

Automatic adding of TAX (VAT) when creating quotes

We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically.

 

Benefits:

  1. Saves times
  2. Avoid mistakes
Atualizações da HubSpot
August 30, 2022 12:08 PM

Hey folks - Ethan here, product manager for the Product Library. Apologies for the missed quarter of updates. I want to let you know that this feature is not on our roadmap for this quarter (Q3, 2022). HOWEVER, we are actively doing research into how to enable a basic tax library that would be the foundation for something like this. I can't give you an exact deadline, but please know it's top of mind for us.

 

As a sidenote, I'll be updating the top Ideas associated with Products and Line Items ~once per quarter going forward. I will include (1) whether or not a feature is on the roadmap for that quarter or not and (2) what our rollout plan for that feature is (e.g. will there be a beta or not). If you have feedback about additional information I could include in these updates, drop a note here. If I see a theme, I'll adjust my updates to address that.

 

I won't be doing this for every idea, but most ideas above 100 kudos will get this treatment. Previously, I had been trying to do it for ideas greater than 25 upvotes, but unfortunately the volume is too high to be practical.

198 Comentários
GVoghel
Membro
It seem Google just bought Hotspot. I hope the will take a better care of their clients…
Adam_W
Participante

@GVoghel Experience would suggest that improvements and listening to customers aren't generally at the top of Alphabet's priority list. 

 

AmandaG
Membro

Such a basic feature, plz implement this hubspot, as others have said it has big consequences when someone forgets to add VAT!

mbdrag3
Membro

This would be a great help for us. 

VModel
HubSpot Employee

Commenting for visibility on behalf of a customer. 

It would be ideal to see this implemented in the future and have the ability to save different VAT rates that can be selected from option list or a drop down.

JNixon112
Membro

I am really surprised this is not a feature. It would seem to me that it should be either part of the Product catalog, or a setting for all quotes.

This is going to likely be a dealkiller for me, as I'm just getting started with using the tool. I am also advising a few clients about their CRM choice, and this may come up again.

For now, I may just use Wix for my quotes, because they have universal tax. Foruntately, I can do that, because it's just me...

GVoghel
Membro
It seems nobody at Hubspot read our complains.
GlennAngus
Membro
I kicked up a fuss and they have taken this on board. A resolution is expected by the end of the year.
EStyles
Membro
Wow really at the end of 2024 super grateful, surely not big a job even has this on Freshworks CRM
JRobinson92
Membro

It should be an automated inclusion!

ed-K
Membro

without the automated Tax, we can't use this module, which removes 50% of the value of using HubSpot. So disapointing.

 

Did anyone have luck with some custom modules or code as an alternative?

NicoleSengers
Orientador(a) | Parceiro Elite

The ability to set a standard tax based on location or a set of rules would add to the accuracy of quotes and enable teams to work more efficienctly.

Angela_W
Colaborador(a) | Parceiro

@ethankopit 

Hi Ethan, 

any news about that?

Relating to your post, are 523 upvotes worth a comment from HubSpot? After 2 years...

Please don't take it personally! This feature is so basic, it's embarrassing to say to our customers " Uh.... no, you can create the most complex workflows in HubSpot, but as for the tax, you have to type it manually - in every single quote you create."

I just had an onboarding with a sales team, and they asked me if I was serious.

 

Account settings for this would be great

show tax in quotes: yes/no

name of the tax:  ____

percentage of the tax: __

 

Any chance of that happening soon?

GlennAngus
Membro
I made a big fuss about it earlier in the year and have been advise when I threatened to cancel our service that the development team should have something up by the end of 2024.
GVoghel
Membro
Hi,

I’m Canadian and for us and a bunch of others, we have two cumulative taxes. HubSpot is sold to multiple countries, the have to offer their software with working functionalities. Forgetting taxes is just ridiculous in a global context today.
95% of the quote parts is perfect but without that tax feature, it's unusable.

Account settings for this would be great

show tax in quotes: yes/no

Condition Any multiple taxes : yes/no

How many : _______\

ConditionTax over tax: yes/no

name of the first tax: ____

percentage of the first tax: __

name of the second tax : ____

percentage of the second tax: __







NHodges1
Membro

Any update on this? I like the tax library idea mentioned above

Shawn_AMBOSS
Participante

This seriously so whack that this still isn't implemented. Look at all the traction on this thread, and HS still wondering why we roll our eyes when support suggests to "submit to the ideas forum" ugh. 

BFleming1
HubSpot Employee

+1