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.

128 Replies
mortenstaal
Participant | Platinum Partner

I am still quite shocked that this isn't a default option that can be set. Is this going on the roadmap anytime soon?

WendyC
Member | Partner

Absolutely required for Australia too. Why are we still waiting for this?

MGerlich
Member

That's a must have feature for a CRM to avoid mistakes from the sales team.

HegeAbelson
Member

The norwegian translation "25% skatt" is not correct. It should say "25% merverdiavgift" or "25% mva". I hope you would consider doing this change.

JvandenElsen
Member

This is a very desired feature for our partners.

 

Please prioritize as it would make the life a lot easier. Less manual work, less mistakes, more happy HS users.

Georgie13
Participant

This should have been implemented at launch or at least by now. 
How are there muliti currencies at a company level but not tax. As other users have said the majority of business' are adding tax to quotes. 

 

SMantle
Member

Non-starter that % isn't an option in quotes.....unless this is built-in at time of our renewal, we'll move our business elsewhere.

LC7
Member

Yes please cant believe that on a CRM like hubspot this is not standard feature