Remove add a product option when creating a deal

[JuliaMongeau]

When a user creates a deal, they see the option to add a product. However, some sales professional users don't use products, or don't want all of their team members adding products to deals. If users have the ability to customize which properties you see when creating a deal, it would be helpful to have the option to include or exclude the product option as well. 

 

[JuliaMongeau]

Hey folks - my name is Ethan and I'm the product manager for the Products and Line Items team. I just wanted to let you know that this feature is not on our roadmap for this quarter. It is our long term goal to provide more advanced CPQ features like permissions and configuration controls for line items, but we're working on several other features (e.g. allowing you to add Line Items to Deals via Workflows, expanding the number of supported decimals in Product/Line Item properties) this quarter and we needed to make some hard decisions about what to prioritize. For this idea in particular, I think it's unlikely we build this feature this year. If you're in need of advanced CPQ features, I'd recommend reviewing our marketplace of connected apps that include CPQ providers.

As a sidenote, I'll be updating the top Ideas associated with Products and Line Items ~once per quarter going forward. I will include (1) whether or not a feature is on the roadmap for that quarter or not and (2) what our rollout plan for that feature is (e.g. will there be a beta or not). If you have feedback about additional information I could include in these updates, drop a note here. If I see a theme, I'll adjust my updates to address that.

I won't be doing this for every idea, but most ideas above 25 kudos will get this treatment. 

[Stig]

I would really wish for the option to hide the "Add product" when creating a Deal. The HubSpot Products functionality is very limited (at least at this time), and thus many of our clients are unable to use it.

In some cases, we have added a "Product" field in the Deal itself. In those cases, it really confusing to users to always see this option as well.

[candijsmith]

I agree with the other users who have suggested the Products section be optional in Deals. We are currently not using it but are exploring how it may work for us once the functionality is more robust. Since the feature is not in use, it's confusing for users to see it in the Deal Creator. Preferably, we should have the ability to activate the field once the feature is in use.

[emjbutler]

100% agree. There needs to be a way to hide this field from the Deal Creator. It's confusing for sales people. We're training them to use a new tool. They're all skeptics and looking for a reason to hate using something new. We assure them it's simple, intuitive and will make your life easier, then in the next breath we get to say "hey just ignore this field because we can't control it." #fail

[StevenBakker]

 I agree with all the comments above. I have a Sales Enterprise license and noticed today that the fields 'Contact' and 'Company' are also in the 'Create a Deal' form, bun they cannot be removed or made optional either. See attached screenshots.

The Customer Service rep that answered my question whether they can be removed was not very insightful either: 

Unfortunately, we aren't able to remove the Product modal. This actually applies to all three of the fields you mentioned: Contact, Company and Product. They aren't really standard properties on a Deal record, so they don't appear under the setting which manages which properties appear when creating a deal (linked here in your settings).

In other words, I know the following doesn't give you much to hang your hat on, but it is expected behavior that the Product modal would appear and that it can't be removed.

[Seleby]

I agree. My pipeline name indicates the product. In addition the product is set up for an ecommerce purchase not a more detailed software sale. So I would prefer to hide that field and not confuse my sales team. I've deleted all the product I created because the fields that are required are not aligned with our acutal sales proess. 

[OleMartinExilva]

Agreed. 

This is noise and should be optional. 

Make the deal creation process as friction free as possible for sales reps. 

[robmanne]

I spent a long time trying to make this change before I gave up and found this. Considering this request is more than a year old, can this simple fix be implemented soon?

[EliteEx]

I agree also, our Sales Team have just started using Hubspot and it would be great to remove this potentially confusing duplicate.

Thanks,

[timritchie2005]

Agreed

[lmastrangelo]

Agreed 100%. Thanks for posting.

[DBuckleyLeadG2]

Yep - totally agree. I can't really understand why this isn't customizable. We can customize everything else in what people are required to add when creating a deal, but this is a big miss since many industries can't even use this feature because pricing isn't this simple (we work with many b2b organizations and most can't use this). It's very confusing to salespeople to try to explain that they just need to ignore something and that the tool won't let us remove stuff like this from their view. 

[SleepyBoBos]

Agreed.

Does not give us granularity required when picking products. Bad information is worse than no information at all. Maybe the beta line-item functionality will help?

[veronicagonz]

Agree! We don't use the product feature and it's confusing, we should be able to remove that.

[naitan]

Agree! please make it an option in the settings for Deal to show or not product in Deal create.

[Dalijet]

2 and 1/2 years and this is still not done.

Come on Hubspot, you can do better than that.

How many tens of thousand of sales people have to be told over and over to "ignore that field and no Hubspot does not let you remove it"

[lyndee_lou]

Agreed!! 1000%. Can we do this sooner rather than later?

~L

[BastiSchuhl]

I also agree with the comments before. As long as the HS Products are not much more flexible than they are right now, they do not add any value to large sales organizations. In the meantime, being able to hide the Products section from the deal creation interface is a must.

[priegler]

Agreed! Hubspot Team please proritize this. Creating a deal is a pretty common feature I would say and products are totally unnecessary for some companies.

[Marius_T]

I also agree with this. This is noise for many using Hubspot. I would like to have full freedom when deciding what to visible when creating a new deal. At the bottom when you are able to associate the deal with a company or contact, I would have the "Add line item" removed. We are not using this. Let us remove it, please!

[geekbleek]

This really should be implemented.  If you aren't using products or line items on deals, it should be easy to hide on the deal creation and really becomes confusing to CRM users when creating deals.