QUOTES - Default settings for all quotes (terms, tax settings, expiry of quotes)

MMT

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

  1. Terms and conditions - allowing our company terms and conditions to be easily added to all quotes
  2. Tax settings - set default tax tax settings for all quotes, eg. 10% GST etc
  3. Tax - set default tax definition (GST, VAT etc)
  4. Expiry of quotes - set default expiry period for all quotes

Benefits

  1. Avoid human errors and mistakes
  2. Saves time in creating quotes
  3. Ensure all terms are correctly applied and understood
  4. Ensures more seamless experience between Hubspot, our company and customers
HubSpot updates
4 Replies
MissTipsi
Top Contributor

Throw in default quote language as well

tjurado
Participant

Hi all,

I absolulty agree with MMT. Please let us know if you are working on this?

 

Feature request

  1. Terms and conditions - allowing our company terms and conditions to be easily added to all quotes
  2. Tax settings - set default tax tax settings for all quotes, eg. 10% GST etc
  3. Tax - set default tax definition (GST, VAT etc)
  4. Expiry of quotes - set default expiry period for all quotes

Benefits

  1. Avoid human errors and mistakes
  2. Saves time in creating quotes
  3. Ensure all terms are correctly applied and understood
  4. Ensures more seamless experience between Hubspot, our company and customers

Kind regards

Ucidity
Member | Partner

Yes, 100%. Take a leaf out of Xero's hat, now that you're buddies and see how they do it. 

MMT
Contributor

SILENCE IS A KILLER... again Hubspot.  

 

After more than 12 months posting this, absolute silence, nothing.   

 

While we realise these features may not be something you can UPSELL customers, the are absolutely essential for anyone using a CRM feature with quoting features.  However, if you value the feedback of the community to help improve HubSpot and what it offers, then everyone wins, HubSpot wins as it will drive more loyal customers.  The flipside is that if it only focuses on new product features to upsell customers, then it will lose out bad, and loyal customers will leave.  

 

Will HubSpot moderators continue to stay silent?

 

Or will it do the courteous (and right) thing to update the broader Hubspot community, and existing customers around how and when these fixes will be fast tracked and made available.