Show total price rather than price per recurring interval with quotes

[jmadore]

With the way the quote tool currently works, we have a total price column that will show the cost per the recurring interval of time. For example, if the product is a recurring monthly payment, it will show "$ price / month," rather than the total price for the complete term of the quote.

Customers would appreciate a way to toggle between this view, and simply showing the total price. The inability to change this could lead to confusion with customers, and having the ability to show the total price under the total price column would help out customers out.

[jmadore]

@KyleMashkoori thanks for the question - you should be able to enter the number of months in the "Terms (months)" column, check the box to display the total contract value, and it will show $1,200 in your example. Let me know if that doesn't address your concern or if you're having trouble with this! 

 

[jmadore]

Hi there, I'm a PM for Commerce and wanted to give you all an update that you can add Total Contract Value on the "Line Items" step when making a quote. You can toggle this on and off using the checkbox on the bottom left (see screenshot). Thank you all for your input and ideas and please let me know if you have any feedback on this! 

[SuperMario1]

+100000

I really hate this. When my clients wants to pay multi-years in advance I need to always invent weird workarounds, ending up in making ad-hoc offers in Excel. I like HS, but the reasons for starting to look for a new CRM are beginning to sum up quite quickly since we've implemented 1y ago..

[ODICCI_Jacques]

Totally agree here, this is absolute nonsense and very confusing. I have to add extra wording to make sure there is no confusion. 

[CUrsu1]

Agreed, this should be consistent with the deal totals calculations. 

[DavyCinco]

This has been an issue far too long. We are now considering looking at other options for a platform that can do what we need on services and sales seamlessly. Far too costly to not have the simplest things be included. We have paid for upgrades only to still not have the functionality we need. Hubspot is easy to use on the surface, but proving to be very problematic for a SaaS company.

[kirstenmhb]

+1 on this thread.

Our standard contracts are 12 or 24 months long with option to pay monthly or upfront. We'd like to show our customers the total contract value in the quote. 

[BvandeWorp]

We are having the same issue, it is making the quote tool quite worthless for us. Isn't there a proper workaround?

[AlexisKatherine]

+1 We have to come up with some creative work-arounds in other text on the doc just to show total contract value, and it's caused some issues with clients and with our billing dept.

[FRann]

Please prioritice this idea. The total sum is totaly missleading and unhelpful. It confuses always the customer and we need the correct values in the quote, because out billing tool is connected with hubspot and uses these values.

[edame]

Agree on what everyone is saying here. The way the information is presented is very confusing to customers and makes for a bad experience. We need the ability to modify this to show information that makes it easy for the customer to say yes.

[HansDeLeenheer]

+1 in this thread. It is ridiculous that Hubspot has been knowing this complaint for TREE YEARS now and this is still not implemented ... 😠

As a product manager it also baffles me that Hubspot doesn't even bother to give an explanation to its community in this entire period.

[Rajib]

A huge drawback of the quote process. This should be URGENTLY fixed.

[BDavis0]

+1 you've got to be kidding me that this is still around since 2020? 

Of course clients want to see monthly spend and total spend in the final line item? How do hubspoto employees even use this subpar tool?

[CAndrews22]

+1 100% agree. This needs to be a feature. It's problematic for us as well.

[DavyCinco]

Right? This seems like a no-brainer. It's a significant issue with considering Hubspot as an enterprise platform. SO close and it would be a VERY easy thing to do. TCV, MRR, ARR are already calculated. Just add the stinking field!!!

[CFontão]

+1 in this thread

[JessKing86]

I don't get it- these are the kinds of things that are so so important, and so basic, and they just get looked over. And yet, I see daily releases for things no one cares about?

Releases like, "Set task due date to count business days in workflows", "Increased Visibility of Record Merges", "Colored Deal Tags", "Random Split Lists", etc happen instead??? Rally around the important stuff! 

[JLamarre]

Completely agree !

a customer wants to see the price per month and above all the global amount.

Easier for its the accounting team also, have mercy for them.

because of that, we can't use ARR, MRR correctly

[GavinL]

Have the same issue with quotes, and cannot believe Hubspot has not addressed this despite the topicfirst being raised circa 3 years ago

* Product has a monthly billng frquency

* When adding the product (line item) to a quote, the "term (months)" entered needs to be reflected in the net price (total amount) displayed in the quote

* For example, if the line item is $1K per month, and I enter a term of 12, the net price needs to be $12K (not $1K as is currently the case)

I can add "12" to the "quantity" field in the line item on the quote, which does result in the net price being displayed correcty, but in the quote preview to total for the line item reads "$x / month for 1 year" - obviously having "month" in the information displayed is incorrect and confusing to customers

So Hubspot you really need to the the term (months) calcuation working correctly asap

[KHipsher]

Not sure if anyone said this or not, but you can change the term to "0" if you do not wish to see the term in the Total and just want to see the amount. This is what my quote looks like when I do this:

 

 

[bmose41]

I work for a software company and I'm trying to configure quotes the way HubSpot's sales team does it, but I can't figure it out?