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.
Weitere Ideen mit folgender Beschriftung anzeigen:
The work to enable custom properties on Quotes is in development. We are aiming to open up a beta in December. Updating this to reflect the current status as the "Planning" stage on this forum is being removed.
Hello from the Commerce team. We are actively planning this work to allow Quotes to have custom properties to support many of use cases described here, including using them in a personalization token, within a workflow, or a sync property/rollup from other associated objects. Aiming to have a beta in December.
Hello! My name is Hallie, and I'm a Program Manager on our CXM Team. Our product team has confirmed this is on the roadmap for this year, so we will update this post as soon as it goes into development. Thanks for all of your continued patience, and keep your eyes out for our next updates. 😊
+ 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.
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!
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.
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.
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.
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?
We have clients currently in the Custom Quote Beta who are crying out for this functionality. They have created custom product properties which are really required on the quote template and this may prevent them from using HS quotes. I agree with the comments above that Custom Quote Templates are not very useful if you can't add custom properties.
Including custom company properties should be a basicfunctionality as official European finance documents require the VAT number of the company on quotes and invoices.
At the moment, we are using the street address line 2 as a workaround, but of course, this is absolutely not ideal.
Yeah... there seems to be no reason to be able to create custom properties if they are not available on the quote template. This may prevent us from using HubSpot quote as well.
When customizing a quote there is a element called Line items with some predefined properties to include in the quote. Can't find any way to add other properties then the predefined ones, we need to add 'Product number' which is important information in our case.
Hi all, Tori here, the PM of our Quotes team. I’m excited to announce that custom product and default line item properties are now supported in our new Customized Quote Template tool.
Users can add default line item properties and custom personalization tokens to rich text modules in a customized quote template. In the line item table module, users can adjust which default properties are shown, we are hoping to support custom properties in the line items module soon.
To learn more about Customized Quote Templates, click here.
Sie müssen ein registrierter Benutzer sein, um hier einen Kommentar hinzuzufügen. Wenn Sie sich bereits registriert haben, melden Sie sich bitte an. Wenn Sie sich noch nicht registriert haben, führen Sie bitte eine Registrierung durch und melden Sie sich an.
