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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.

HubSpot updates
Generate proposals/quotes from Deals and Products in the CRMHubSpot Product Team
Re: Create products/pricebooks, & send/receive agreements/invoices in Hubspot CRM. - changed to: In Planning
07-17-2019

Generate proposals/quotes from Deals and Products in the CRMHubSpot Product Team
Re: Create products/pricebooks, & send/receive agreements/invoices in Hubspot CRM. - changed to: In Planning
07-17-2019

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.

Generate proposals/quotes from Deals and Products in the CRMHubSpot Product Team
changed to: Delivered
07-17-2019

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 Smiley feliz

Generate proposals/quotes from Deals and Products in the CRMHubSpot Product Team
changed to: In Beta
07-17-2019

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. 

Generate proposals/quotes from Deals and Products in the CRMHubSpot Product Team
Re: Create products/pricebooks, & send/receive agreements/invoices in Hubspot CRM. - changed to: Delivered
07-17-2019

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

Generate proposals/quotes from Deals and Products in the CRMHubSpot Product Team
Re: Create products/pricebooks, & send/receive agreements/invoices in Hubspot CRM. - changed to: In Beta
07-17-2019

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

Generate proposals/quotes from Deals and Products in the CRMHubSpot Product Team
Re: Create products/pricebooks, & send/receive agreements/invoices in Hubspot CRM. - changed to: In Planning
07-17-2019

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. 

Generate proposals/quotes from Deals and Products in the CRMHubSpot Product Team
07-17-2019

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

69 Comentários
rachaelshaw7
Regular Contributor

Any updates on this??

rachaelshaw7
Regular Contributor

 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!!

FSS-DGA
Occasional Contributor

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

adrienb
Principal conselheiro

Hello,

 

I would like to have access to this beta please !

 

Regards !

DT_AV_Rentals
Visitor

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. 

AndreaBalducci
Occasional Contributor

Interested in beta testing :-)

HubSpot Product Team
HubSpot Product Team
Status atualizado para: 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

robert1
Regular Contributor

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?

robert1
Regular Contributor

@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?

resmichelle
Principal conselheiro

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

Thanks,