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.
I'm so excited to announce that this morning we have released Quotes to all Sales Professional portals. See details in this knowledge doc as well as information about our integration with Stripe released in conjunction with Quotes. Feel free to post new ideas on the forum about additional functionality you'd like to see us add to the Quotes feature, and to reach out to Support with any questions 🙂
Hey folks - good news, we have an early version of Quotes that is available for Sales Professional customers to start using.
If you're interested in getting early access, please fill out this form. We'll be slowly granting access as we work out the kinks and implement feedback.
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.
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:
Creating pricebooks in HubSpot is now in beta for HubSpot Sales Pro users. This feature enables users to create a catalog of products, add those products to deals, and calculate the deal amount automatically.
If you're a Sales Pro user interested in the beta, please sign up here: https://ux.hubspot.com/products-line-items-early-access
Just a reminder that products and line items are in Alpha. If you're interested in getting early access before Beta, please sign up here https://ux.hubspot.com/products-line-items-early-access
Hey folks, we're getting pretty close to having an Alpha version of a products catalog available. If you're interested in joining the Alpha group, please sign up for early access here: https://ux.hubspot.com/products-line-items-early-access
Otherwise, we will reach out directly as we move this into Beta.
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