HubSpot Ideas

jmadore

Show total price rather than price per recurring interval with quotes

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.

HubSpot Updates
September 13, 2024 08:34 AM

@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! 

 TCV Screenshot.png

April 04, 2024 09:56 AM

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! 

 

NBach_1-1712249705069.png

 

52 Replies
AMulready
Contributor

@bmose41 Do you have a link to how they are displayed or done? I might be able to help

 

bmose41
Member

Can you DM me privately @AMulready ?

SPassmore
Member

Ridiculous that it's not out of the box functionality.

mccormack
Participant

needed

JChristofferson
Member

The point of the Quote tool is to provide a clear understanding for the prospect to understand the total scope of the project. Without a month-over-month or total project value clearly displayed, the tool isn't providing accurate information.

SRoyPelletier4
Member

Huge issue for us also. Need to see the total for upfront payment.

 

BJansen3
Member

This cannot be stressed enough... Also forms a legal problem with us in Germany.

It cannot be more than a 3h job for the developers really.

SBlendulf
Member

Still no solution? 

NBach
HubSpot Product Team

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! 

 

NBach_1-1712249705069.png

 

KyleMashkoori
Member

@NBach,

 

This Total is helpful, but I don't think it addresses the original concern.  In the case that a Line Item is monthly, the Total column at the end only shows the Total/Month.  Is it possible to show the Total amount for that line item through the life of the Quote?

 

Example - $100/Month for 1 year would show as Total $1,200.  Today it shows as "$100/Month for 1 year"

 

 

NBach
HubSpot Product Team

@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! 

 TCV Screenshot.png

Rosala
Participant

@NBach 

I think that the problem we all have is this:

Rosala_0-1731072644986.png

The total contract value displays correctly at the end of the quote. But this "/ month" in the total column on the right is terribly misleading and, in my oppinion, also wrong. I think that "/ month" should appear in the column "Unit price", and not in the Total. Or am I missing something?