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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.
In other news, we're looking at making some structural updates to the quotes and the way we display pricing totals. To anyone interested, below are examples of you'll see in the app today, followed by the updates we're exploring.
My main question is, "Which one is easier for you to read, and why?"
Current totals section in Products:
Current quote:
Updated totals section in Products (same data as above):
We posted about Product/Quotes in the past - let me recap our use-case as this seems like a productive discussion 🙂
1. Our products are not fixed tiers or first recurring prices. it's based on usage and parameters of the client/deal.
2. We have 2 main parameters that determine the tiers - it would be great if products could be defined as recurring charge (monthly/quarterly/annually) that are set by values of a few params (traffic, and catalog size in our case)
3. If we can then have Quotes to support the above structure, that would be awesome
Our current solution is to create Google spreadsheets to manage that with formulas for each client...a huge PITA!
If you solve the product/quotes issues, we would never leave Hubspot 🙂
@mlahens definitely your second option https://hubspot.invisionapp.com/share/PKNAGP24T6F#/screens is much easier to understand as currently things get lost as they all blend together too much. Clients don't understand or pick this up correctly and nor do accounts. Great to see this direction role out.
One other key thing that I think has been asked for is to be able to set a global tax rate percentage rather than have to work this out individually every quote. This is one big reason we stopped using quotes as it was open to errors and just takes up time that should be quick.
Finally, it's a shame you guys only offer the e-signature feature to the enterprise users when I would expect this feature to be used by lower-end users more. Is there plans to change this or open this feature up to more?
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I also move Hubspot CRM but no more idea about of Hubspot services. I want to try a free account, Is it secure?
Is there an existing ability to turn off the "total" feature? When we give quotes/proposals, our customers are generally picking from several options, but would rarely go with all options. So, the "total" at the bottom seems very intimidating and is not always accurate. Being able to toggle that on and off would be helpful.
Hello, anyone using Stripe integration with Hubspot Quotes and wishing there was a free trial option (client puts payment info upon signing quote but payment processing is delayed until after x days)? Please check see this new idea and upvote:
Hey folks - my name is Ethan and I'm a product manager here at HubSpot. I wanted to let y'all know that since this thread was posted, we've developed a nativeHubSpot Invoicingsolution and we're actively recruiting for the Invoices Beta. If you're interested,fill out this formand I'll reach out. Keep in mind, invoice creation requires that you are using HubSpot Payments (which is a Starter+ feature), so you will need to apply for Payments if you do not already have access. Learn moreabout applying here.
Invoices can be created directly from Contacts, Companies, Deals, or Quotes (and will pull in associated object information) to speed up your sales process and reduce the risk of human error. Invoices are payable via HubSpot payments (both ACH and Credit Card), and can also be marked as paid manually if payment is received outside of HubSpot payments (e.g. wire transfer, check, PayPal, etc). Invoices are also available in Reporting and Automation to enable you to create time-saving automation and keep a pulse on your revenue and their receivables.
The HubSpot <> Quickbooks integration (and all other accounting integrations) do not yet support invoice-sync.
Invoice sending is manual (for now), so invoices cannot be automatically sent on a pre-set schedule.
The beta is a great fit for small businesses who want to centralize their invoicing and reduce the number of tools they use to send invoices and get paid.Fill out the form if you would like access, or pass it along to someone you know who could benefit. Thank you!
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