Great minds think alike

Federica · ‎Oct 18, 2022

Hi there, I have a new idea useful for many companies: the possible to give a certain user access to specific products. It is useful on sales teams with different price lists or different products to sell. Hope that help you!

JLey · ‎Oct 16, 2022

Who (what type of role or team) is the feature for? Sales, Finance, Legal What is their goal? The majority of SaaS companies pursue multi-year contracts with their customers. This provides benefits to the companies retention rates as well as customers can get discounts for signing up for a longer term. What value will this add? Our company is moving toward a minimum of 24-month commitment, so without this feature, the quote tool can't be used. Are there examples of other places or products who have this feature? I know you can do this once you have your CPQ tool built in Saleforce. Potential Interim Solution - simply allow users to add totals for additional years. Even if we have to manually calcualte that is better than not being able to add any value at all.

MFack · ‎Oct 13, 2022

Could Tax be set as a default for the company please so it doesnt have to be entered on each quote individually.

OscarRomero · ‎Oct 13, 2022

Hello Hubspotters! I would like to add my Custom Properties in the Create product field. Today we can create Custom Product Properties, but they can't be added to the field list when creating a product manually. Does someone have any suggestions on how to handle that? Thanks!

Ericsen · ‎Oct 12, 2022

Hi, So I'm building out the "Quotes" tool for my team and have ran by a feature that I know will be helpful internally and also for the recipient. Why don't you add a line item once the quote is generated that also shows the "Annual Value" or subtotal instead of just the monthly. We're looking to have this built into our quote but the only work around we've been able to do at the moment is to add total number line items to discriminate monthly value and get the total to be aimed annually when it can be there.

JCar · ‎Oct 11, 2022

At the momnet the Total amount on the quote doesn't allow you to equal the TCV when the you change the term i.e. monthly, quaterly etc.

mkmcnabb · ‎Oct 10, 2022

Currently the order of the product library is determined by the create date. It would be beneficial for the users of the product library, for example, while using the products in quoting, to be able to manually determine the order of the products since often the most useful order in pracitcal application is not the create date or alphabetical order.

Warren_C · ‎Oct 7, 2022

Please add ability to have a price book for each team. We have teams in different geographical areas selling the same products but at different prices. Also needs ability to only see team prices, not everyone's prices.

JCar · ‎Oct 6, 2022

As at this time adding additional values to the Recurring billing frequency property is not something that HubSpot can do by default. Consider this for your next update. We are a test equipment rental company and would like to have additional options, i.e. Weekly, Bi-weekly options in the drop down list so the quotes are reflected with 100% accuracy. Thanks for your cosideration.

TC_Six3Tile · ‎Oct 4, 2022

Hi Hubspot team, This idea is to help marketers build streamlined sales processes for sales users. As a product manager with dedicated sales team, I don't want the sales team to be able to pull all the other products (SKU's) into their quotes or deals. If you could add the "products" module into the permissions set and allow us to create views of products based on folder structures, this could easily be rectified. For example, our products are pulled in through quickbooks. This pulls in every SKU. I've created a folder system within my "products" section. There are only two folders that I want my sales team to have access to. By doing this, it will eliminate quoting errors. If I could limit the products viewable by teams, then those teams could only view the appropriate SKU's when creating a deal - eliminating the potential of selecting an incorrect SKU and thus, an invalid quote. Invalid quotes would be frustrating to every member of the process. Please let me know if you have questions on this request or if I can elaborate more on any given part.

Great minds think alike

Specific access to Products

Multi-Year quote with annual payments

Tax

Hubspot Product - Add custom properties in the "Create product field"

Creating "Annual Value" to each deal also instead of just monthly value.

Quote Total value equal TCV (Total Contract Value)

Product Library Order

Team based pricing with permission control

adding additional values to the Recurring billing frequency property

Limiting Product Visibility

Recently delivered

Recently in beta