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Automatic calculation of TAX (VAT) when creating quotes

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).

 

Benefits:

1) Saves time

2) Avoids mistakes.

HubSpot updates
Automatic calculation of TAX (VAT) when creating quotesEquipo de producto de HubSpot
changed to: In Planning
10-09-2019

Automatic calculation of TAX (VAT) when creating quotesEquipo de producto de HubSpot
changed to: Delivered
hace un mes

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!

38 Comentarios
PedroArrese
Nuevo miembro

Totally agree.

 

Additionally the line "does not include taxes" should be optional. Since in Chile we usually place taxes included in the price.

 

 

Ricardobt
Visitante

For us, this is a must! Is there any perspective to include this in the roadmap? Thanks!

Arne
Colaborador distinguido

HubSpot team,

 

for 1 year and 4 months this missing feature is requested and got kudoed incl tons of replies.

 

When will you deliver and understand that it is not an „idea“ but a missing feature?

 

There are dozens of other missing ones that get a lot of community attention BUT not from you guys.

 

Maltonite
Colaborador ocasional

We are in the process of renewing our contract with Hubspot. It is disappointing that this point which we raised last year is still outstanding; Compared with other areas of the product, I can't imagine it is that complicated to implement (speaking as a developer). 

EsaR
Nuevo colaborador

Please add this feature with EU VAT checkup?

Equipo de producto de HubSpot
Equipo de producto de HubSpot
Estado actualizado a: In Planning
 
cmyers
Nuevo colaborador

VICTORY!!!!!!!!!

 

Can't wait to have this implemented.

 

 

Equipo de producto de HubSpot
Equipo de producto de HubSpot
Estado actualizado a: Delivered

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!