Gute Ideen sollten geteilt werden

mattbaranello

I am not sure if this has been brought up ever, but I am getting a lot of complaints from sales reps saying that finding a part number when adding a line item is extremely difficult with a large product library like ours. It seems that when you search for the SKU when adding a line item, the search results only show the item name with no clear indication of what SKU that item name is paired with. My suggestion is that the SKU should be the main text from the search results and the item name would be in grey text underneath so that the rep can tell which product is which. Does this sound like something that could be achieved? In the product library you are able to search much more extensively so I am curious as to why the same functionality does not apply to line item search.

KenzieJay96

As it stands it is not possible to make a list of contacts who have purchased certain products. This is so important for marketing. I need to be able to make lists of people who have purchsed one thing so I can upsell them the accessories after the fact. There is also no option to map over the product url? You can map the image url but not the actual prodcut url?! why?!

RRoseberg58

It would be great to have more control of Line Items. For example, having 200 Line Items on a Deal can cause trouble in case they need to be removed, because that can only be done manually or via API.

1stClaas

We wanted to use Hubspot invoices manually, since there are only little invoices we create per month with very high volume (hence to expensive with STRIPE). Now, as far as we understand dunning is a very dangerous process with lots of communication and fine tune involved. We ask ourselves if it wasn't a good idea to bring this process to Hubspot with sort of an invoice pipeline (likewhise deals or tickets). This could also involve credit notes and automated workflows such as notifications and dunning notice document creation.

1stClaas

Currently, there is no way you can create a cancellation note that equalizes / terminates an invoice. In Germany it is not enough to send an email to your customer letting them know the invoice is no longer due. There needs to be an official document (cancellation note) referring to the initial invoice. It should also be possible to create a cancellation note to only parts of the invoice.

MLam427

We have over 700 SKUs of stocked product. I am OK putting the cost into each line but we see costs go up and down on nearly a monthly basis. Is there an easy way to adjust all 700 skus' costs up or down by x% in one shot, or do i have to manually do every single one?

vanessahunt

I have a client with the use case where we would ONLY like the Deal Amount to be updated by the values from Line Items. We can create a Workflow to 'clear' the Amount of the Deal if it has no Line Items, but ideally just need a check box that allows you to define that the Deal 'Amount' should only ever be populated by its Line Items.

vanessahunt

Currently it is possible to add a Product (from the Product Library) to a Deal, and modify its name. It's not possible to restrict Name changes (as you can for other Properties) based on Profile or user. This means that Reports on Line Items in a Quote or sold may not be entirely accurate, since the Line Item names may not match if a user inadvertently makes a change. Whilst we can train users not to do that - preventions is better than cure 🤒 My client requires more control over who can make certain changes to the properties on a Line Item when being added to a Deal, but specifically the Name. Would love to see further functionality here to make Products/Line Items more robust please. Please get in touch, HubSpot Product Manager, if you would like more details and use cases. Thanks in advance!

SLoo

Hi team, Raising this on behalf of customers who can benefit from their custom quote properties being included amid their quote-to-invoice conversions. Thanks for your work and consideration towards this UI enhancement!

JMamaj

Hi Hubspot, Please let us create Invoices based on Quotes Payment Plans! We love the native Quoting Feature. It saves us hours of time, looks good, and helps my sales team be more focused on selling. We are looking to have the same on the invoicing side once the Quotes are signed. Due to our high Invoices, we always offer 50/50 split payments to help the cash flow of our clients. We always specify that in the payment plan, but Hubspot does not allow us to convert Quotes with Split payments to Invoices. This effectively prohibits us from using the Invoice Feature, as we either have to find a workaround (which is not an Option with Accounting) OR only offer 100% Payments, which also isn't an option. Thank you in advance. I'm sure this is something that's on a list, and I'd love to see it sooner rather than later! What do you guys think?

Gute Ideen sollten geteilt werden

Searching by product SKU showing item name does not show SKU

Shopify to Hubspot Integration - Product URL/Product Purchase Lists

Ability to Bulk Remove Line Items

Dunning for Invoices

Cancellation Note for invoices

Mass Product Cost updates

Deals > Lock down deal Amount e.g. can only be populated from line items

Prevent users from changing a Line Item’s Name when adding to Deal

Custom quote properties on invoices

Invoices according to Payment Plan

Vor Kurzem umgesetzt

Vor Kurzem in der Beta-Version