Currently, we have to manually calculate the TAX amount when creating a quote.
Ideally, we would set the TAX % and have the system automatically calculate the value (in the same way you can with a formula withing MS Excel).
1) Saves time
2) Avoids mistakes.
I'm very pleased to announce that percentage based taxes (as well as discounts and fees) are now live and available to all users of Quotes! It seems that a few commenters here are looking for more sophisticated functionality such as auto-calculation of tax by region, setting defaults, etc. If you are interested in any additional feature like that, please file a new separate ideas post so we can accurately track community interest on those additional ideas. Thank you again for your feedback and patience!
Absurd that the suggested solution from Hubspot is to upvote this as an Idea in 2021. This should be a standard feature.
I saw that many users already asked for this. How can we add sales tax to quotes that automatically calculate it according to the zip code of the customer?
This is a very important need as we so often forget to add it or it creates room for error. Any idea if there is a workaround for this?
This is such an important feature that needs to be solved in order to professionally use HubSpot Quotes. Any news on this?
We really do need this to be implemented-- as a company that syncs with our ERP, we need a way for this to be automated so we do not have to keep doing this manually.
If you are looking for a solution to this problem contact RefocusX on the Partner Solutions Directory.
RefocusX is the Lead HubSpot Partner for Chargebee "Quote to Cash". This integration is currently on the HubSpot Marketplace and will automatically calculate sales tax on HubSpot quotes. It will also issue Digital Payment Links with the correctly calculated sales tax direct as a HubSpot workflow email.
It can calculate the correct sales tax in multiple countries and is fully integrated with the HubSpot Sales Hub and Deals Module
Finally Digital Payments are live on HubSpot!!!
Hi, the calculation of VAT is a must have for any CRM System. We just started tu use HubSpot and we are facing so many porblems with not existing features. This is one of many crucial things which any paid CRM system should bring out of the Box. We are disappointed to see in this point that HubSpot is not a mature product. Anyway hopefully the development team will fix this missing features very quickly. Thank you very much in advance for your efforts and support.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.