There should be a check box or something that would allow you to make an included line item optional.
The system would immediately recognize this, perhaps highlight the line item in different color, and then add small verbiage that says something along the lines of "Optional Line Item - not included in total price" or just "Optional".
Additionally, it should mark the line item cost/price as zero so that it's not included in the total price of the quote.
This I believe is better than simply adding a line item and then setting the quantity to zero. It may confuse the customer.
Cheering up for this feature, but in the meantime - we are investigating into and we'll try to customize the qoute templates to be able to offer our customers to choose the line items (and for the qouta look more like a proposal).
We currently use Google Docs as our Order Specification Form, as it allows for us to fill out about half of the Quote, and then leave a few questions for the Customer to fill out. Was hoping to transfer that form to HS in order to have it autopopulate those fields for the Implementation and CSM teams from the Quote/Order Form, but without the ability to have optional line items and/or Customer Response fields, it's a no go. We just upgraded to Sales Pro and am disappointed that this feature is not available yet.
Can anyone from HS give an update on this request as it seems to be a very popular high need.
HubSpot Team! 3 years and 144 upvotes is still NOT enough for you to act on that? You did not even bother to comment on that, you just ignore the vostes that you encourage us to make here in this space. You start to be more and more irritating now with your lack of response and listening to lots of people here. Very bad for you!
Will you bother to implement that? or you will stop spreading lies about you listening to the community?
