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 featureis noton 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 everyidea, 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.
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.
Really need this feature as we have experienced quite a number of incidents where the quote creator makes a mistake in tthe calculation of the sales tax (VAT in our country).
I've spent the last several months incoporarting and training my employees on HubSpot. I've finally got to the point where I can turn to the quotes feature...only to realize that I can't set an automatic tax percetnage. What?? So my salesmen have to manually figure tax for every quote they send. That is just...such a dissapointment. It introduces so much room for error and adds time to the process. And it's really surprising with their focus on adding finance features like payments last year. Here's the best solution I can think of to get this off the ground quick:
Let Quickbooks add the tax automatically as part of the integration with HubSpot. It's already syncing the products over which are used in quotes. Since Quickbooks already has the informaton, why not just pull from that?
HubSpot should absolutely put this on the roadmap soon though.
Having a "smart" approach with tax tables, etc. is a nice idea, but being able to add a "dumb" line-item with a single tax rate is just absolutely necessary. Not entirely sure how three years go by without any visibleprogress on this... 🤔