Same visual representation options for Prices in Quotes as in the Products section
Since we're a SaaS company working with both monthly and annual offerings when creating a new quote what we'd like to do is show the monthly prices in the products section of the quote but since the term involved is for 12 months we'd like to show the total cost in the bottom line.
For this purpose in the products section the unit prices are input as monthly recurring and the term length is set to 1 year.
This way we have the possibility to toggle between monthly and annual total in the products section of the deal but the same feature isn't illustrated as such for quotes. The total only updates based on the period for which the product duration/term had been set. This can cause confusion for our customers. Currently one workaround is setting the product terms as annual, but that makes our prices less transparent.
Would be nice if the same visual representations which are already present in the Products section of HS are available in Quotes as well.
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Products & Quotes