Total amount on Quote confusing to customers when using multiple pricing options
Our Pricing is per month and we charge a one time setup.
Invoice happens once per year (See screenshot)
The total amount as mentioned on the quote is quite confusing for customers.
My suggestion would be to make it an option to hide the total amount in quotes.
I am aware that a suggestion for a fix has already been done in this thread but since that covers more topics I would like to isolate this RFC here. (*Ability to remove or adjust the total shown (in the case of multiple pricing options for one component).
Hey folks - Ethan here, product manager for the Product Library and Quotes. Apologies for the missed quarter of updates. I want to let you know that this featureis noton our roadmap for this quarter (Q3, 2022). We will be making some small adjustements (like potentially re-naming the Total field to say "Total Due Today" or "Total first payment"), and it is possible to add the Total Contract Value Deal personalization token to Quotes. We recognize the confusion here, but we need to make hard prioritization decisions this quarter. I'll let you know in October how things are looking for Q4.
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 everyidea, but most ideas above 100 kudos will get this treatment. Previously, I had been trying to do it for ideas greater than 25 upvotes, but unfortunately the volume is too high to be practical.
Hi folks, Tori here, product manager for our quotes tool. I wanted to provide a quick update on this issue. We have officially launched our Customized Quote Template tool. Features of this include showing/hiding your line items total and developing your own line item tables modules with custom calculations. We are still working on a user-friendly setting in app to adjust how totals are shown and are hoping to deliver something in Q2.
To learn more about Customized Quote Templates, click here.
Hey folks - Ethan Kopit here, the product manager of HubSpot Quotes. I wanted to drop in to give you some updates. We made quite a bit of progress on this feature (it will live as a switcher in Quotes, which will allow reps to toggle how they want the total to be calculated). We'll likely build a setting for it as well, which will allow you to set a default for your account.
We will ALSO be supporting removing the total (or subtotals, or additional fees) from the line item table as well, so you can list just line items with no calculations. <-- this should be out even sooner as its a feature of the custom quote template editor.
I can't give you an exact ETA yet, which I know is frustrating, but we're well on our way. Thanks for your enthusiasm.
Hey team - I just wanted to let you know that we've made progress on this feature and it will be released this year. Our solution will be that you will be able to remove the Total and Subtotal sections from quote templates, which will allow you to list multiple pricing options in a table without presenting a total.
Thanks for being patient with us - we're making progress.
Hey team - HubSpot PM of Quotes here. We're currently working on a solution for this which would allow you to toggle whether you want the "total" of a quote to represent the total contract value or the first billiing period (which is what it represents today). Our upcomiing customizable quote templates will also offer the ability to show/hide different sections of a quote, which could include total.
I hope that you haven't already made the decision to stop using quotes! And, if you haven't, I'm grateful that you're sticking with us. Our quoting functionality is only going to get better and better. Thanks for the feedback.
Yes please, We desperately need more customisation options on the price listing.
We already have the option to add terms and payment types (recurring v/s one-time fee). The Total should either represent the total amount on the yearly/monthly invoice. Or be flexible and editable.
Now it's confusing when they receive an invoice with a different total amount.
Yes, I am working in Sales as well and customers see this as the total amount. Which is quite misleading as it is not. Hopefully, the request below can be realised!
I agree with the rest of the posts. we need to be able to customize the quote more, our company sends out different product options as a quote for the customer to choose from, if you total it up, it gets confusing. we end up sending multiple one line quotes to some customers.
However our services have a setup fee (one time fee) and a monthly cost (recurring fee for 3 years).
When we create a quote we have the sub totals accurate reflecting the one time fee and monthly fees but the Total at the bottom of the quote shows only the one-time fee and 1 month of service added together.
Is there a way to turn off the total or edit the way it calculates. We would either want it to show the total cost over the term (one-time fees + monthly fees of each line item for their term)
I concur, without seeing the annual total, the quote aspect is not useful. Especially when doing multi-year contracts. I want to see Y1 and Y2 total expenses, not just M1.
100% agree. The total as of today is very misleading. Our workaround has been to add the right total or explain what "Total" actually repreesnts in the "Comments" section, which is very counter intutive. Either enable us to hide toe "Total" or offer more customisation.
Issue 1 is that this lline item is being read as the amount payable for the 11 months, not per month.
Issue 2 is that this is not the total, it's merely the monthly total inclding taxes
Nowhere on the quote is there the total that the PO has to be raised for.
Currently we're faced with putting the amount in the comments (which is backward), or carrying on using Xero, and having to maintain the deal values in tandem.