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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 Produkt-Team
changed to: Delivered
05-10-2018

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 Produkt-Team
changed to: In Beta
03-06-2018

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 Produkt-Team
Re: Create products/pricebooks, & send/receive agreements/invoices in Hubspot CRM. - changed to: In Planning
02-05-2018

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 Produkt-Team
Re: Create products/pricebooks, & send/receive agreements/invoices in Hubspot CRM. - changed to: Delivered
11-01-2017

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 Produkt-Team
Re: Create products/pricebooks, & send/receive agreements/invoices in Hubspot CRM. - changed to: In Beta
08-31-2017

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 Produkt-Team
08-16-2017

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

Generate proposals/quotes from Deals and Products in the CRMHubSpot Produkt-Team
Re: Create products/pricebooks, & send/receive agreements/invoices in Hubspot CRM. - changed to: In Planning
08-08-2017

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 Produkt-Team
Re: Create products/pricebooks, & send/receive agreements/invoices in Hubspot CRM. - changed to: In Planning
04-04-2017

69 Comentários
archilogic
Berater

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
Sachkundiger

Mark

danyelb
Sachkundiger

Hi guys,

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

 

Thanks!

HubSpot Produkt-Team
HubSpot Produkt-Team
Status atualizado para: 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
Neues Mitglied

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
Neues Mitglied

+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 Produkt-Team
HubSpot Produkt-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
Mitwirkender

+1 need this

HubSpot Produkt-Team
HubSpot Produkt-Team
Status atualizado para: 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
Mitwirkender

Yes please,

we are in an urgent need for this!

 

BR

Carolen Ytander, Nexus