Great minds think alike

I want the ability to add product information linked to a deal into an automated email so that we can send automated emails to chase customers up with relevant product and price information in the body of the emails. ...read more

Hi Hubspotters!   We've just moved our Products from Salesforce to Hubspot. It would be great to be able to create multiple products sharing the same SKU.   Why? Because we have different price books based on year/season and these price books are made for the sales team to know where to pick the "active" products.   It's a way of organizing the product library structure. Or else we would need to export and delete the "inactive" products so the sales team doesn't pick an inactive product. And then import them back again when it's time to activate them.    Example. - Folder 1 with 10 products (Product 1,2,3,4,5,6,7,8,9 and10). - Folder 2 with 6 active products (Product 1,2,3,4,9 and 10).   In today's scenario, I would have to move products and it's to much manual work. It would save us time by just be able to create products sharing the same SKU.   It would be great if Hubspot could solve this ASAP!    Thanks in advance, Oscar.R     ...read more

It seems as though HubSpot is making it difficult for its clients to use its tool efficiently. For a company that highlights customer-centricity as one of its core values, it doesn't make sense to have a monthly limit on e-signatures for quotes whether it's a professional or enterprise user. Our small business company has five paid seats and we each send multiple quotes a day for e-signature.  Even at the Enterprise level, , it won't allow us to keep our business moving forward at an adequate pace. It doesn't put us as the customers in central focus and it definitely does not help us provide a customer-centric approach to our customers. It's extremely frustrating to be limited as our business relies heavily on lead acquisition, quotes and gaining prospects using the tool. I propose that developers take further look at this tool to enhance its customer's experience and the end-user experience to really help gain momentum for inbound sales and marketing.    10 Limits ...read more

I would like to be able to select a price list before generating quotes. We currently have 7 that we manage and my outside sales team is tellng me it's a must. I was hoping HubSpot had a solution in the works.   Thanks! ...read more

I am trying to create a tota weight property for the deal. Each product has a unit weight. I attempted to create a deal property that will add the unit weight of all products on the deal but it ignores quantity. Thus, if you a line item with a weigh of 50 lbs, that total weight field is going to show 50 lbs regardless of quantity.   If I could use a calcluation property (line item weight) on the product, I could take the unit weight times quantity, then change the total weight property on the property to sum the line item weights. ...read more

It is currently impossible to generate a report for the Product Library. The only possible export is the complete export of the library (no filters can be applied and it is impossible to select specific columns).    The current produt export requires that the products be used in Deals, however this is not always practicle. We should be able to Export all of the Products contained and with their most up-to-date information. ...read more

The current capabilities under quotes do not sufficiently allow the user to personalize the way one may want. You cannot add custom fields, you can't edit the output of the form in PDF (it's all sorts of wonky), and you cannot create custom calculation fields either that you can then customize the appearance of the quote template.   It would be of great use to allow customization capabilities that span design and functionality. Meaning, you can control what and how it prints to PDF, and, you also control what fields you can have on the quote (including custom fields).   The sales team would be using this all day,  every day, and the result from using this tool would span to leadership getting accurate line item forecasts and reports. It really ties the ops/sales portion of the business together. ...read more

I would like to use different properties in the left bar for different pipelines.   Ex: Pipeline 1 - Name, Last Name, Lead Status Pipeline 2 - Name, Last Name, E-mail, Company Name   ...read more

In other quoting tools like PANDADOC, they allow you to choose any custom amount you want to "charge," not necessarily being the FULL AMOUNT.   This is important for us because oftentimes we don't take full payment.   IMO, this is a necessity for a quoting tool.  Hopefully this will be an option in the near future. 🙂 ...read more