Default terms for Quotes

[dscalisi]

Would be excellent to have  Default Terms that Company admin can add to all quotes as standard so company not reliant on salespeople to add. I love my salespeople but as we all know not incredibly reliable with important details.

[dscalisi]

Hi @JKrantz , 

In settings > objects > quotes super admins with Sales Hub Pro and Enterpise can now create customized quote templates. In the template editor you will see a module called terms. In that module you can add your default terms that won't be editable in the quote wizard. You can still let reps creating quotes add additional terms by leaving that 'terms' personalization token that is included in that module by defualt. 

[dscalisi]

Hi all, Tori here. I’m excited to announce that default terms for quotes are now supported in our new Customized Quote Template tool. 

Users can set default terms on a customized quote template. These terms can not be edited when creating a quote in the quote wizard. Additional terms can still be added to the quote in the quote wizard by leveraging our “terms” personalization token.

To learn more about Customized Quote Templates, click here.

[dscalisi]

Hi all - My name is Tori and I am the Product Manager taking over ownership of our quotes tool. I know it has been a little while since we've provided an update on this idea. Some exciting news, this feature is now in Open Beta as a part of the Custom Quote Templates beta. This beta will allow admins to add default terms to a custom quote template. This ensure sales reps don't need to add terms manually during the quote creation process. It also ensures that they can’t tweak any verbiage in the default terms. Sales reps can still add specific terms to the quote in addition to the default terms if you so choose. 

Here is a a little more information about the Custom Quotes beta.

What does this mean? 

Beta participants can create custom quote templates using our default templates or templates created for them by a developer. These templates can then be used by sales reps in the quote wizard.

What features does this include?

This beta allows user to:

- Add/remove/changing text, images, videos, links, files etc on a template

- Add/remove columns to the line item table (including images!)

- Show/hide modules of the template 

- Add personalization tokens to templates

- Show/hide total, subtotal, and additional fee sections

- Update colors and fonts
- Associate a domain with a template

Who is eligible for the beta? 

All Sale Pro and Enterprise portals are eligible to join the beta. 

How can you access it?  

You can now request beta access by contacting your customer success manager. If you are unsure of who your CSM is, please contact customersuccessteam@hubspot.com.

Thank you all for your patience here. We appreciate your feedback! 

[dscalisi]

Hey all! We like to keep each post to one idea. I'll refer to you these other ideas and update this one to be specifically about the first thing mentioned:

https://community.hubspot.com/t5/HubSpot-Ideas/Recurring-payments-with-Stripe-integration/idi-p/192551

https://community.hubspot.com/t5/HubSpot-Ideas/E-signature-for-quotes/idi-p/189914

[granthanson]

This is exactly what I'm looking for. I use Hubspot Sales Pro for Deal/CRM flow.  I have a SaaS model and need to 1) create quote for recurring products (I do this in Hubspot) and 2) Accept/sign Quote (I do this separately in HelloSign) and 3) Enter Payment Information (I do this separately in WePay). 

Funny thing is I've purchased other Hubspot Products and Hubspot has this ability. I received a quote with a recurring product, I agreed to terms, I entered payment info and now I get billed on a recurring basis. 

I've looked at integrating separate Recurring Billing/Payment solutions like recurly, chargify, freshbooks, zuora and many others. Bottom line- I can't find a solution. 

Bottom line: I want to send out an invoice for a yearly commitment to my SaaS. I want that agreement to have the ability to sign, enter payment info and automatically process payments. 

HELP HUBSPOT... or....Anyone want to team up and help us build this solution?

[hroberts]

Hey all! We like to keep each post to one idea. I'll refer to you these other ideas and update this one to be specifically about the first thing mentioned:

https://community.hubspot.com/t5/HubSpot-Ideas/Recurring-payments-with-Stripe-integration/idi-p/1925...

https://community.hubspot.com/t5/HubSpot-Ideas/E-signature-for-quotes/idi-p/189914

[wooglin]

Hey guys, we're a payment processing company that created an automated quoting and billing tool that integrates with Hubspot. We would love to get your feedback and see if it works for your needs. (If not, we have some great devs that are open to making improvements!)  Our company is Paycove (www.paycove.io).  With our background in payments processing, we're also able to help achieve much better rates than those from Stripe, WePay, etc. (but you're not required to use them - we value solution agnosticism!)

Here is a link to our Hubspot demo video:

Hubspot Demo Video

Feel free to reach out with any questions! Thanks in advance.

Brian

[Brycelbrewer]

I agree on this one, we will have the same terms in every quote so it would be nice to have certain ones be autopopulated and add additional as needed.

[bsstaveley]

I agree also, we have a google doc with the terms stored that our reps paste into the purchase terms each time they need to create a new quote. A default version that you could edit each time would be a great time saver.

[JGomezEco]

This is really missing. Almost a dealbreaker for us to continue with Hubspot. It is currently such a hassle to send out quotes. No possibility of standard text or standard terms and conditions. Also, the option of using snippets is not offering a solution due to the character limit. 

Hubspot, please! Our sales team is so done with this functionality. 

[JGomezEco]

This is what we need!

[jeffbcross]

+1, or at least increase the character count of snippets so it can contain the terms. Right now I have 9 sequential snippets I use to construct the terms every time. 

[harmon_dan]

We need this as well. I'm considering an upgrade to Sales Pro and the solution offered (snippets) isn't good enough because of the character limit.

[CParraguez]

We also need this, copy & paste takes time and could lead to mistakes. Adding default tos or letting us put more than 500 chars on a certain amount of snippets would be good.

[emantaylor]

The snippet section is helping, but this should be standard. +1 for default terms

[EmilyNN10]

Yes, some defalt settings fields would be ideal and save a lot of missed steps. I would also like to see the customisation of subheadings comments and purchase terms and some default VAT settings automatically applied. 

[natedame]

Desperately needed!

[surmacki]

Use snippet but put a link there to a hidden website with all the text you need for terms and conditiins.

[Paul_Bickley]

Yeah, if we can have templates and then we can lock these tempaltes dependant on the sales role or user. 

E.g. we have different terms for our enterprise teams vs our SMB teams. 

Looking forward to ya'll building this feature.

[haydenvanroon]

We really need this.

Copying and pasting terms each time we send a quote is not a good experience

[AnnieRECIPE]

We can see real value here: it improves the quote creation experience! 

[Dwd1]

Would really like to see this added. 

[jpc0480]

Would like to see this as well