Generate proposals/quotes from Deals and Products in the CRM

Create products/pricebooks, & send/receive agreements/quotes/invoices in Hubspot CRM.

 

In order for us to use Hubspot CRM as a stand alone CRM we'd need to be able to choose products within a deal, Calculate the Full Amount if there are multiple products in one deal, and create agreements/quotes/invoices to send (hopefully through electronic signature) to our clients.

 

Then of course be alerted of the returning signed agreements within CRM.

Automated Triggers throughout the agreement/quotes/invoices process would be great as well.

70 Comentarios
Colaborador habitual

Any updates on this??

Colaborador habitual

 Would love to have multiple pricelists:

 

eg

LOW
STANDARD
HIGH

and assign a customer to a pricelist so that those prices come up when creating invoice. AWESOME!!

Colaborador ocasional

I would love to assist in testing the new pricebooks, etc.  I have a good amount of experience in Alpha/Beta testing and would be glad to try to break it or bow to its greatness. lol

Nuevo colaborador

Hello,

 

I would like to have access to this beta please !

 

Regards !

Visitante

Is this a pipe dream or is there a target date for this yet? I have used salesforce extensiveley and the ability to have multiple pricebooks, add products to an opportunity or deal, add discounts, create the quote are all standard features. I am surprised that is not included in Hubspot CRM. 

Colaborador ocasional

Interested in beta testing :-)

Equipo de producto de HubSpot
Equipo de producto de HubSpot
Estado actualizado a: Delivered

Products was just launched today (11/1) as part of the brand new Sales Professional.  This feature allows HubSpot users to create a product catalog, attach products to deals in the CRM, and report on what items are actually be sold the most.  

 

If you're interested in learning more about Sales Professional, check out what's new here: https://offers.hubspot.com/all-new-hubspot-sales-professional

 

Or, if you already have access, learn more about using Products here: 

https://knowledge.hubspot.com/articles/kcs_article/contacts/how-do-i-use-products

Colaborador habitual

Hi - we too would need productizing, quoting and invoicing directly in hubspot. Currently we are using freshbooks as our invoicing tool and unfortunately the integration between hubspot and freshbooks does nothing more than sync contacs. It would be extremely helpful to have this feature direclty in hubspot, also for reporting reasons.

 

Do you have any kind of ETA? Is this actively being worked on?

Colaborador habitual

@sjudson - just saw your "delivered" status post after commenting. Your new Product feature, while a great start, does not offer quoting or invoicing functionality as far as I can tell - or am I missing something? Are you working on invoicing/quoting?

Nuevo colaborador

I am also interested in knowing more about an invocing feauture.

Thanks,

Nuevo colaborador

This looks great but will you be developing functions to produce quotes, invoices and agreements?

Visitante

Will you also offer features such as: https://www.xero.com/

Meaning it has builtin accounting features.

Colaborador ocasional

The basic functionality is great for calculating a deals total amount. However, I can't create reports as I did using custom properties for each product now. It is kind of a workaround but we have been using custom properties to enter the value for each product, and manually add it up and fill out the total amount propertie. As you can imagine, this requires a lot of custom properties (one for each product/service) however, doing so allows us to build reports for specific portfolios or products. We can filter reports on these properties (show al deals where property 'custom product'>0) or even set these properties as columns in my table and look at a forecast of multiple products per sales rep, per close date per month,  per probability, etc.

 

In comes the new product library; It allows us to store and mage a lot more products. We try to keep the number of custom properties under control a:-). Also we can auto-update the deal's total amount automatically. However: two things hold us back from switching to the product library completely;

 

a) the reports as described above are not possible (yet?). I want to spread the total amount of my deals in tables or graphs into separate values and look at the values per product or service. It would allow us to look at a specific sales rep and analyze what products he is selling in a specific time frame or what he/she can forecast with a specific probability. Could you provide an update on how and when the product library will become available in the reporting/dashboard functionality of Hubspot?

 

b) The second thing is: the reports and deals are focused on order intake assuming the order intake is not spread over time. This makes sense from a 'contract' perspective: when a customer buys your products or services, the total amount is signed for. However, as a services company we have to deal with forecasting monthly recurring revenue (MRR) per customer, per product or portfolio-category. any thoughts on this?

Nuevo colaborador

Yes, we need this.

Colaborador ocasional

I agree with this as well. We neeeeeeeeed this asap!!! Thanks! 

Colaborador ocasional

Do you have any plan to develop functions to produce quotes, invoices, and agreements?

Please update, thanks a lot.

Equipo de producto de HubSpot
Equipo de producto de HubSpot
Estado actualizado a: In Planning

Hi all! I'm renaming changing the status of this idea back from Delivered to In Planning, as I realize most of you are more interested in a proposal/quote generating feature to accompany the Product Library, that way we can keep you up to date as we work to develop that type of feature.

Nuevo colaborador

Hi, I was wondering if this feature has been created? 

Nuevo colaborador

I freelance and this is the only missing link here. 
Like 'And Co' has their invoicing module now..that would be awesome to integrate with Hubspot. 
Visually attractive. Easy to read. Track outstanding proposals, include contracts, sign online, Time track, send invoices.. 
It would be perfect to have them all integrated into Hubspot CRM. 

I don't need to put my expenses in it, I think many people would go with separate accounting software..but the invoicing..yes..that would help soooo much. 


Cannot wait for it!!

Nuevo colaborador

Yes, a quoting option would be great. Something link: https://www.quotientapp.com/au/ or some form of integration with this platform.