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

[PJansen2]

Goal for us is to cut down on admin tasks for our sales reps. This would be a good feature to have! GST, Damage Waiver Fee, Enviro Levy Fee

[Patrick216]

+1 

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.

[KAunkst]

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.

[DdeKoning6]

Not fixing this and forcing your clients to upgrade AGAIN and AGAIN... Just to make shareholders happier.. Come on! 

[CMartin-ML]

Don't forget about this! 

[SWile5]

I want it to add GST - 10% to every quote and invoice I create, make a setting I can configure that please.