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
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
Participant

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. 

RJTully
Member

Same. We would like UK VAT added to every quote at 20% without having to manually edit each invoice

ABowk
Member

I am really losing the will to live with Hubspot.

 

CRM etc is supposed to save time, make business more efficient and to stop us humans making mistakes etc but I keep coming across little issues like this which could be disastrous for a company. If a big quote is sent out and a member of staff forgets to add VAT, it could have serious financial consequences for us.

 

A quick fix could be so easily implemented.

 

Just add a default % tax column for each product item. It would then be up to us how we set this.

 

At a later time, you could give us the option of setting the tax per country.

 

In UK we would charge 20% to all UK customers and 0% to others (I know it is slightly more complicated than that but we can adjust as and when we need to)

 

This issue is open in numerous places and has been for years. Please sort this, I'm close to quitting Hubspot.

TGdynia
Member

It is very dissopointing that a Sales CRM doesn't allow to have a VAT Rate per product or country. 

GlennAngus
Member

This message is directed to the people following this thread.

 

I have been a hubspot subscriber for 3 year and I was advised when we joined 3 years ago that this feature would be implemped.   Still waiting....

 

I have now given hubspot an ultimatum, I've advise and I will not be renewing my subscription when it falls due at the end of June. The lack of this feature over the years has cost me tens of thousands of dollars in uncollected GST. Since the start of 2024 alone we have not received around $7,000 in missed quoted GST.

 

As a result of this ultimatum hub spot have escalated this matter. My suggestion to anyone else sick of waiting for this feature also puts pressure on hub spot so multiple cases are escalated and we have a chance of getting this resolved.

 

Thank you.

RobertColson
HubSpot Employee

HubSpot employee adding a +1 as this is causing customers to lose revenue. 

 

Even if it's not possible to have tax automatically added, any way possible to add a required dropdown at least with "add taxes? yes/no" logic or even a prompt would be very helpful - e.g. If yes, require taxes input if no, continue w/ quote creation process.

GlennAngus
Member
I have also suggest this as a response, hopefully we get a resolution soon.
Shawn_AMBOSS
Participant

HS **bleep** huge traction on this one and still no updates 😞

AvanCitters
Member

Also waiting for this feature!

ISEKFAL
Member

Yeah, it would be great !