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.

171 Replies
MFlint
Participant

Tax rate should be set on the product.

SByrom
Member

442 upvotes, tells me this is a issue that needs sorting. For all the hype around HubSpot I'm extremely disappointed at its lack of fundamental functionality. For the money this CRM tool costs one would think adding tax as default, a set tax at a set rate would be basic functionality.

GVoghel
Member
I fully agree, so simple to adapted…
_allenstone
Member

+1 for this, this is a huge need for several of our clients. Reduces possibility for human error.

EStyles
Member

Any movement on this, seems to be a very simple thing to do and much needed but 2024 in a couple of weeks and still not live!!

AHewitt5
Member

UK Company, absolute must have.

TJacobs4
Member

this is ridiculous that not one persone from Hubspot seems to be replying to this! this is such an annoying attribute of Hubspot and needs changing.....YESTERDAY!!!

LC7
Member
I agree

Is anyone at HubSpot listening. A reply to all these messages would be much appreciated

GVoghel
Member
You ask a lot, sales are listening...above... Nope
GFourie
Member

Is this still really not a feature???

I find it ridiculous that there is zero customization on the lower tiers. For the CRM starter suite it should be possible to save standard terms and save a standard tax rate. 

Don't think we'll be staying with Hubspot unfortunately. Some really nice features but other critical features come at an insane price jump. 

clmthaz
Member

TAX in templates and payment schedule with % are still not possible and it's a real hassle.