Great minds think alike

TLDR: When selecting a different billing frequency than the default for the product - automatically recalculate the price    IE. Default price on product is set to 5,00 EUR and MONTHLY billing frequency Sales Rep selects Annually as billing frequency Price automatically changes to  60,00 EUR (5*12)   Why? Not all different billing frequencies automatically lead to a discount. It would save time and make it less error prone if the PRICE automatically adjusts to the billing frequency that is selected to make life easier for the sales rep ...read more

Nous souhaitons cacher des lignes de produits dans la bibliothèque pour certains utilisateurs. Merci par avance d'améliorer cette fonctionnalité.  ...read more

Hi all. I would appreciate help in creating a new quote that includes an annual payment and a monthly payment. I would like to create a quote that includes an annual price and a monthly price consisting of the price of the product multiplied by the number of times it is purchased per month. I was able to enter the annual cost and the monthly cost into the system, but in the final calculation, the offer does not include both components and requires me to choose between an annual or a monthly total cost (if I define that the monthly cost is for 12 months, the system fails to multiply the monthly cost times 12 to get a cost annual final). Has anyone encountered a similar problem? Is there a solution to the problem or a way to solve the problem directly? An answer to this issue would be appreciated. ...read more

We have many quotes that are unsigned. It would be super helpful if we had the ability to make a workflow trigger if the Quote Status was pending signature for more than X days. ...read more

Would be great to add attchements to quotes. Some of our quotes require signatures on multiple pages. The current quote creation in hubspot handles 75% of what we need. Then we have to save it as a PDF, upload to docusign with the other docs needed to be signed, then resave the executed copy in hubspot. Would be great to do everything through hubspot.    Also, we like to send out colateral with quotes and are unable to do this inside hubspot quotes.  ...read more

Hi, I learned that you integerate Dropbox signature. I request you to integrate Adobe signature as well.  There are manu users who are subscribed to Abobe creative cloude and has been using the PDF signature features.  If you can integrate this with hubspot, that would be easier for everyone.   Best regards. Bhavin ...read more

Bonjour,    Je cherche à limiter la quantité des produits vendus par mon entreprise afin d'éviter les erreurs de disponibilité et surtout ne pas pouvoir vendre un produit épuisé à mes clients.    À ce jour, nous devons toujours vérifier sur un tableau de suivi en parallèle créant des erreurs, mécontentements clients et pertes de temps.    Serait-il possible d'ajouter la quantité (affichée sur les devis) en tant que propriété produit afin de pouvoir indiquer les quantités disponibles de chaque produit ?   Un grand merci d'avance pour la prise en considération de mon idée et pour vos retours.   Candice ...read more

We were considering using the HubSpot Sales add-in for Office 365. The problem we've faced is that we couldn't find the ability to insert "Quote" links to the email body. Inside Hubspot CRM there is a separate "Quotes" button available, when you compose an email. But inside the add-in, that button is absent. This option is missing not only in the Office 365 add-in but in all sales extensions/add-ins. That would be a great feature to have. Unfortunately, this is something that prevents us from using the add-in. ...read more

As a multinational company, we have few companies in different region that need to making quotations. When creating quotes, it is better to have a drop list to select which legal entity to show in the quotation. ...read more