Hi! Could be awesome if we can configurate the proposal / quote template. Thanks ... View more

We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically.   Benefits: Saves times Avoid mistakes ... View more

Hi team,   It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals could then be automatically updated to have that product associated with them.   This would reduce friction for sales teams and allow more seamless Deal creation - the teams wouldn't have to go back and add Products later. Thank you! ... View more

Some customers have alternative billing situations for their products that do not fit within our current billing frequency options below. It would be nice if they had the option to create other intervals. One customer needs a five year option for example and has to find a workaround.   ... View more

Today its only possible to enter whole numbers in quantity in quotes. this is very limiting.   For example when you sell 1,5 hours. Or you sell 1,5 square feet of something. or 1,5 pounds...   You get the point. extremely important that this is corrected. ... View more

Hi I would like to submit for Products not to be associated just to a deal. This information should be able to pull across to the company record, the contact level and then a workflow to tickets could be implemented.    This would mean that when a customer submits a support ticket then the company or contact record is connected to the ticket...if Products could pull through to the ticket my support team will then know which license the customer subscribes to and then the correct support can be given to the client as the support team will easily be able to view what license the customer has.  ... View more

Right now, the products feature only supports 1) the product name, 2) the product quantity, 3) the product cost, and 4) recurring or fixed price.   It would be incredible if I could associate custom fields with products. In my world, I need to be able to add things like Unit of Measurement (which, could be a drop-down feature).   This would make product reporting amazing for my company.   ... View more

Our Shopify integration currently creates product listings in the Product Library. However, Shopify products cannot be added to deals created in HubSpot that are not syncing to Shopify. Only deals that were created by the Shopify integration can be associated with Shopify products. This applies to products synced over from other ecommerce integrations as well.   If you see value in being able to do this, please upvote and comment below with details on the use case you have for doing this in addition to the Shopify orders sync! ... View more

We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote.   We'd like to suggest: - Ability to clone a quote to a new quote draft - Draft opens at beginnig of workflow but with all fields fillled in as per previous version. - Version codes could even be automated.   We understand why the original quote can't be edited, but a clone function would help alleviatea fairly thankless repetitive task, which is, after all, what Hubspot is all about! ... View more