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.
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!
Re: Generate proposals/quotes from Deals and Products in the CRM - changed to: Delivered
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 🙂
Re: Generate proposals/quotes from Deals and Products in the CRM - changed to: In Beta
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.
Re: Create products/pricebooks, & send/receive agreements/invoices in Hubspot CRM. - changed to: 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.
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.
Hey folks, we're getting pretty close to having anAlphaversion 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.
Re: Create products/pricebooks, & send/receive agreements/invoices in Hubspot CRM. - changed to: In Planning
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?
Hello! I want to good CRM service for my company, there are fifteen employees in my company, I want to manage to report on the employees daily bases. And I also want to printout system of the report. My company working as Dezire Residences Dubai which deals real estate property.
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!