Create Quote with Options or Eliminate Subtotals

Michael-Young

Many times, Sales teams need to quote various options to customers so they can explore pricing, quantities, and other details.

 

I suggest we enhance the quote creation tool to allow the development of quotes for presenting numerous options.

 

In this case, the quote total and subtotal could either be eliminated (since all options are unlikely to be chosen) or the quote's creator or acceptor could select the options they want and that would appear in the total/subtotal field.

HubSpot updates
1 Reply
KChelsberg
Contributor

I agree.  I just want to have a customer look at multiple options and not have a total at the bottom of the quote, as they will likely pick 1 of 5 or 3 of 8 different options...