Great minds think alike

Add user permissions around the quote tool.  I have a client who would like account managers to be blocked from deleting any quotes that have been created in the portal but this is not currently possible.  ...read more

Posting on behalf of a cust here - would be great to be able to see associated Quotes, especially for Custom objects. ...read more

It would be great to include the sender profile image within the data for custom quote templates. This is a feature of the builtin templates, and appears to have been overlooked for custom quotes.   Regards, Jonathan   ...read more

There are many times where I want a customer to select a plan or confirm or change data on a Quote.  It would be great to allow this to be possible. ...read more

It should be possible to set a line item's or a product's start date as X Days/Weeks/Months from a deal's close date. For products: The default period could be configured in the product's description just like the default term.    1- The salses don't have to update each line item's start date when a deal is pushed: it is updated automatically when the close date is changed. 2- The sales don't have to look elsewhere for the standard delivery times:  Product managers provide the default delivery schedule in the product definition and it is automatically applied to new line items. ...read more

We would like to create a multi-year quote that shows escalating prices (or decreasing discounts) for a line item each year.    Currently we could build a quote with a line item for each year of the product, however the start date for the line item doesn't come through on the quote facing the customer, so it's ultimately much more confusing than our current contracting process.  ...read more

It would be really useful for only sales managers to be able to hide the margins for certain user types.   The goal would be to be able to control margins better for long-term growth and not just short-term wins. ...read more

Dear product team,  I work in sales. We have some line items that are products (e.g. Zortify iHPT Teaming | Report (DE)) and some that are services (e.g. Zortify Consulting (DE)). We offer those line items also as a package to our customers (e.g. Zortify iHPT Teaming | Prozess (DE)" which consists of 1) "Zortify iHPT Teaming | Report (DE)" and 2) "Zortify Consulting (DE)). For packages sales has to remember every time which line items (service & product) were included in this package. This is why I am searching for a solution to add different service & product line items as subitems to one package. Subitems because we can display them separately in our sales dashboard after closing the deal.      Your support told me that this is so far no HubSpot functionality. This is why I am happy to share this idea with you 🙂 Thank you so much. Best, Sonja ...read more

Hi there, we are looking at building quotes in HubSpot, and it looks good so far, but when we send them to a prospect, it just sends the quote and that's it. It would be great if there was a button for them to push "ACCEPT" which could trigger a workflow and some actions in API, for example to create a draft invoice in quickbooks or something. This would speed up workflow dramatically and would make my team very happy 🙂 Is there a way to enable an "ACCEPT QUOTE" button on quotes? ...read more