Quotes - Add Sections w/ Editable Titles and Sub-Totals

We would like the ability to add sections to quotes to break up different product types.  We have main components and sub components that are used with those and would like to break it up.  We also have miscellaneous charges that we would like to add to another section.

 

We would like the ability to name each section appropriately and also have it come through as a separate sub-total at the bottom (with the same name as described above).

 

We think many people would benefit from this so we would love to see it happen!

2 Replies
Brycelbrewer
Regular Contributor

We would like the ability to edit stock text that is currently not a free text field.  

 

These Include:

"Products and Services"

"One-Time Subtotal"

"Recurring Subtotal"

 

This would be beneficial as we don't provide services typically and feel that "One-Time Subtotal" is awkward as all of our quotes are for one time.  Giving users the flexibility to edit these will make for a much better quoting experience.

HubSpot Employee
HubSpot Employee

Agree. It would be good to see the ability to have recurring product totals shown for multiple lengths of time on multiple quote lines and have the flexibility to show all of or any of the following lines

Example:

Quote

Line 1: Total Monthly $1000

Line 2: Total Annually $12000

Line 3: Total for Length of Contract (3 years) $36000