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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.

69 Replies
archilogic
Occasional Contributor

We would be really interested in this feature as well!

Ideally we would also like the followings to be included.

- Option of payed, yet to be payed etc. (some of products are paid via credit card before we send invoices)

- VAT, Net Amount, Gross Amount

- Due Date

Cheers

CTAKevin
Regular Contributor

Mark

danyelb
Regular Contributor

Hi guys,

This has been marked as in planning since April. Would it be possible to get an update?

 

Thanks!

HubSpot Product Team
HubSpot Product Team
updated to: In Planning

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. 

Rmatz
New Member

We encounter many payment plans for customers like slightly different terms and I need a good way of tracking this. Currently its a mess.

 For example I sold a $2,000 yesterday.

The terms being:

$200 deposit today $300 on the 31st

$500 on the 31st

$500 on sept 28th

and 5x $100 payments monthly after that

I need a good way of tracking this so I can automatically set up the payment be charged in Braintree with the API or just properly document them thanks for your help,

nd 5x $1,200 payment monthly after that is a good way of tracking this so I can automatically set up the payment be charged in Braintree with the API or just properly document them thanks for your help,

pkremmer
New Member

+1

Would be really good to have product lines for the deals. So you can see what does that deal sum consist of. And also if you could construct and send quotations from Hubspot that would really great.

 

HubSpot Product Team
HubSpot Product Team

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

felix_hau
New Contributor

+1 need this

HubSpot Product Team
HubSpot Product Team
updated to: In Beta

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

carolenytander
New Contributor

Yes please,

we are in an urgent need for this!

 

BR

Carolen Ytander, Nexus