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

[AnnieRECIPE]

+1 - this should be a default setting. 

[JohnBoes]

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

[BFleming1]

+1