We all know the situation when customers want to have several options in a quote or even seperate quotes for each combination. The problem with that in HubSpot is that deals and quotes are related to eachother thus the extra options of which the customer may select one or none still increase the forecasted volume. Same logically applies to separate quotes which have a deal each. It would be great to be able to define which option / which deal should make it into the forecast. It‘s easily getting to a level of hundreds of thousands of Euros that are shown in reports due that hard connection of deals and quotes but really shouldn’t be forecasted. Why not add a checkbook „Show in Deals“ that is checked by default but could be unchecked in such cases.
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It’s a nightmare that quotes are no longer accessible for the customer nor possible to just reactivate them as a seller. It would be OK to have customers access it but as „expired“. For sales, recreating a quote just because a customer orders a few days late due to a slower procurement process (vacation, sick leave etc.) is time burning. Just give sales the option to modify quotes with regards to content and due date whenever they want.
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While multy currency is now supported in HubSpot we recently found that in e-commerce integration (Shopify), it is not actually supported. Official support answer: "The products get created with the numeric amount that is set in Shopify but with the currency label of the company currency since the integration does not do conversions . So if a 100 NOK product syncs to HubSpot when the company currency is set to USD, the product gets created with a price of 100 USD in HubSpot." For business that support multi-currencies and have different pricelists set, this can create a problem. Are there any plans on developing this integration?
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Pricing or Quote templates would be excellent for reducing time and potential errors in creating quotes.
How this would work
When adding a quote:
Have the option to select from a Quote template
Quote text fields are populated from the template
All products including template pricing, descriptions, units, discounts, tax, etc are added to the Deal and quote
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Hello,
i want to propose you to make a new feature.
I'm using Shopify and i can't use the products into my emails, or automatised emails.
I think it can be a big improvment because for now, i must use another tools like Kalviyo.
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The Sign Quote Verification email displays the logo on top of the Primary Brand colour. The logo should be displayed on white or a secondary colour so that this can be managed more easily otherwise you have to change the primary colour to a light colour which is less than desirable as this colour is used for Buttons and other key design elements.
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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.
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Currently, we have to manually calculate the TAX amount when creating a quote.
Ideally, we would set the TAX % and have the system automatically calculate the value (in the same way you can with a formula withing MS Excel).
Benefits:
1) Saves time
2) Avoids mistakes.
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The addition of quotes in HubSpot was something I really wanted for quiet a while. However in its current form it's very basic. I propose the following features. 1) ability to hide line item pricing and only give a sub total, tax, total once at the bottom. 2) Ability to attach HubSpot documents to a product. I would use this to attach brochures to each product. Then when I built a quote using those products the brochures would automatically be included as HubSpot document links so that I could view it's interactions. 3) Set a tax level in settings which automatically adds on at the end of the quote. I'm in Australia and we have a flat 10% Goods and Services Tax (GST). 4) A way to hide the margin when creating a quote. Our sales reps would like to be able to take an iPad to a customers house and build the quote in front of them. At the moment they would need to hide it from the customer until the quote is finished. If they could select a Field Quote button instead of Quote button for example when building the quote while in the field and that hid the margin then it would be a much better experience for both our reps and customers. 5) Create terms of sale snippets. Currently the length limitations for snippets stops a terms of sale from being added. Sometimes we have legal reasons for having a lot of text. For example when we need to outline our inclusions and exclusions. It would be nice if we could add them as snippets. Or if we could add them to the company/contact. For example we would have standard terms of sale for all of our builders. Standard terms of sale for all of our different deal types for residential customers etc. 6) Add a quote category to the Select idea category. Or Sales or something that actually links to quotes. I feel like this is going to be a needle in a haystack. How do I know other people haven't had the same ideas and didn't know what to label it with so selected unrelated labels. I know you have products and quotes but if you enter quote or quotes it does not show up. You have to enter products and quotes.
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