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
HubSpot Updates
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.

207 Replies
FilipSoSe
Participant

We are switching to Hubspot Quotes and this is super needed! Thanks 🙂

nc_3manfactory
Contributor | Diamond Partner

Really surprised not to see a comment from HubSpot HQ on this one.

Zilx
Participant

I am also really Really surprised not to see a comment from HubSpot HQ on this one.

So we started to use oneflow.com and are happy now!

VCheung
Contributor

We have had a love hate relationship with Hubspot since we first purchased the Professional package.

 

We all know assumptions are the mother of all $%#&*# but this is yet another feature you would expect to be in a premium software package like Hubspot.

 

Additionally as others have mentioned not one word from the Hubspot team on a solution.

BSchnare
Member

The simple possibility of a gross price also automatically as a net price (taking into account the VAT) would be super is actually also basic of each offer program.

BradCarter
Member

Amazing idea. We would love to see this implemented. Australia has a standard 10% GST for most products and services. Automatically adding this to quotes would remove any manual error when calculating tax. Hubspot, please add this feature!

MGilow
Member

This feature is definately needed!

MRosan
Member

Yes, the previous comments are spot on. Having an auto tax calculator function would prevent errors and save time. 

ALand
Member

Yes please, I've just been asked for this. Surprised it isn't already on there in all honesty

WArshad
Member

Upvoted!

DennisFWB
Member

This feature is absolutely necessary. Please make it happen. Especially with the new tax regulations in the EU & B2C - the OSS

 

To have an automated (country-based) tax setting to create deals or create smooth worklfows and integration/api with ecommerce shops is more important than ever.

 

  

Max84
Participant

Hi,

 

Any deadline for this feature please?
It'll be usefull to know it in order to organize us before.

 

Thanks.

JWinkel
Member

This feature is a must. Seems ironic that HubSpot is supposed to automate the quote process, but you still have to go line by line to add tax amounts.

pittland
Member
I dont know how anyone could use quotes on an ongoing basis and be satisfied with manual vat calculation...

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swnenta
Member

Yes,  please add auto tax when creating a quote.

AEGRON
Member

Agreed ! It s really necessary and looks weird to dont have it. Not professionnal solution without taxes ! 

VBouancheau
Member

Interested

MREY-HUET
Member

Fully agree. I need to add tax line by line for each product specified in a quote / proposal and for sur then get the total automatically.

 

Hope this feature can be soon implemented.

 

Rds,

rde
Member

still in 2021 very much needed! Please keep track on this. 😉

Manon-Ideagency
Member | Diamond Partner

Upvote!