QUOTES - Default settings for all quotes (terms, tax settings, expiry of quotes)
MOST CRM platforms that integrate with Finance systems, or systems that are able to generate QUOTES, will allow for preconfigured settings for all quotes, company wide.
Feature request
Terms and conditions - allowing our company terms and conditions to be easily added to all quotes
Tax settings - set default tax tax settings for all quotes, eg. 10% GST etc
Tax - set default tax definition (GST, VAT etc)
Expiry of quotes - set default expiry period for all quotes
Benefits
Avoid human errors and mistakes
Saves time in creating quotes
Ensure all terms are correctly applied and understood
Ensures more seamless experience between Hubspot, our company and customers
Possibility to at VAT Reverse Charge of 0% = € 0,00
In the Netherlands, our tax authority mandates that when goods are supplied at VAT Reverse Charge a 0% VAT rate—such as when we export goods abroad or store them in a customs warehouse— we must not charge VAT but are required to note aV AT Reverse Charge 0% VAT rate on our quotes (and invoices). This practice is crucial for compliance with our local tax regulations. The problem is: You can only ad a tax rule that's ≥ 0% or Euro
The more you use the quote option, the more exhausting this is. Really seems like low-hanging fruit — that is, setting a default tax rate, whether that is globally or set at the product level.
The whole tax area needs to be revisited. In my area, taxes are collected on where the sale is being shipped to. We have multiple levels of sales tax - state, county, and city to layer onto each one. Oh, and we have clients who are tax exempt.
In a service like Quickbooks, it will automatically calculate taxes and will remember is a client is tax exempt and why. These are all requirements for tax reporting. This is one of many reasons I can't use hubspot invoices.
