HubSpot Ideas

znshields

Need Quote Fees and Custom Quote Properties

I would like to be able to create reports by calculating Fees on Quotes in the same way I can with Fees on Invoices.  

I pay Sales Commissions based on Total Contract Value of Quotes minus the fees but I have no way to calculating the Fees to remove from the TCV.  

Custom Properties for Quotes would also be very valuable for this purpose so I could create a calculation property to give me the TCV minus Fees which is the amount I pay Commissions on. 

1 Commentaire
shakilsumra
Membre

Please let me know if you still have requirements. I am happy to help you.