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Deal breakdown into multiple Products #Pricebook

Hi, I'm a Director of Business Development with a multi-media company and have used HubSpot across a couple different business industries now. As a paying customer, it would be incredibly useful in Sales to have a product list in HubSpot that associates with Deals. In the current set up, I cannot track where specifically our revenues are coming from. How often is a "Deal" just ONE product, service, or offering? Almost never. 

 

Example 1: When I was in IT sales, a single deal/sale would have at least a dozen line items. Salesforce unfortunately took the cake with this becasue we could create custom fields. 

 

Example 2: Now in media, a single Deal easily contains a few advertisements, events passes, and special program materials. There is no way to track which products we are selling in a B2B or even B2C sale. Plus only knowing the grand total is vaguely useful.

 

Lastly, take a look at PandaDoc, they have a great "click and drag" feature for multiple stored line items when creating proposals and contracts.

 

Would love to see something like this happen ASAP. I know it's been mentioned before, but that is the only thing holding us back from making a full transition to HubSpot and the biggest pain point for our company. 

 

Thanks! HubSpot is by far my favorite CRM and sales tool, I would be so relieved and happy to see this feature come to life. Smiley Happy Sales Reporting Productivity Tools

3 Comments
OliverP
Occasional Contributor

100% need this.

It is very important to be able to view from a dashboard specific items or services and their contributing amounts without having seperate deals and amoutns for effectively the same deal. For example, we could want to show the high margin services, which may have a specific target or focus from the board of directors.

danyelb
Occasional Contributor

Hi guys,

Don't know if this is a solution for you, but this is "In planning"

 

https://community.hubspot.com/t5/HubSpot-Ideas/Create-products-pricebooks-amp-send-receive-agreement...

sjm
New Contributor

Agreed! This feature is absolutely needed. I need this before making the switch. Any updates on this?