Custom product properties on Quotes


It seems strange that I'm able to create custom properties on Products (like notes, comment, is optional selection, serial number) but they can't be used/pulled into Quotes. I don't think any functionality will change when we sync our product library with our ERP unfortunately. 

12 Replies


For our invoices we need to display the 

'Address' of the contact on the invoice/quote

+ the custom property 'VAT-number' of that client.


At the moment it's not possible to add a custom property and as a consequence to display the VAT-number of our clients on the quote, and therefor we can't use the quotes-system of Hubspot.


It would be awesome if it became a possibility to add a custom property to a quote.

Member | Partner



I think that a necessary features is "Insert VAT Number" in quotes. 


For example, in Italy if you want to present a financing project, you should attach the estimates in your name with company data and VAT number. 



Participant | Partner

I definitely need custom product properties that are displayed in the quote function as well.  This is definitely a fail when it comes to an actual physical product and not just a SaaS company.  We need something like this!


Yes please, we require to add the VAT number to Quotes - this is essential - please add asap.


Agreed - please prioritize this. Without it quote function is useless to us. 


I think this is just basic, VAT number. At least if you are operating globally, if not the deal can't have legal value. It is a pitty that I can't use this feature. Not worth it to move to professional for us now. 


It is silly that the product line item allows for a term start date, but the term start date isn't listed on the quote. 


Quote Auditing and Details are legally required for SOX complaince. Without the abilty to audit approval times, the flow of quotes, the lifecycle of them, and any and all touch points, we could be out of compliance. 

This is a must have ASAP. 


Agreed, it is curious to me that you can add custom properties but not make them visible on a quote. The custom properties are not very useful to us the way they are now.


For example, I'd like each quote to have a Quote number and I don't want it to be part of the name or description properties.


Echoing this request. I am looking to copy a property from a Deal to either a Quote or Product. Currently, this does not seem possible and our team has to re-enter the same information into a quote that already exists on a Deal.


I have multiple price points per product depending on the distribution chain (e.g. end user MSRP vs. Distributor vs. Reseller) and I'd like to create quote templates for each price point (custom property), but it seems this isn't supported. Let's just add the ability to add any product property to a quote - problem solved for everyone?