We handle huge customers with sometimes additional requirements for legal documentation. So we need a way to add a few contract pages or filled out forms to the quote as additional pages and move them through the e-signature process.    That way we have all the needed documentation in one final quote and ready to sign.   This would also help to add testimonials or case studies or additional project plans and timelines to a quote and have them signed. ... View more

HubSpot is creating its own barrier to entry for eCommerce businesses wanting to invest in HubSpot by mandating the requirement to buy 5 Sales Pro licenses. Purchasing just 1 license needs to be an option for agency partners.   Currently, Sales Pro is required to unlocked several critical funcationality pieces needed to built out end-to-end eCommerce systems within the platform: - Deal automation for post-purchase marketing activity (the main pain point) - Revenue goal setting and tracking on dashboards - Full functionality of the HubSpot/Shopify native integration (it unlocks 3 workflows, 1 contact based, 2 deal based)   For businesses with a wholesale/inside sales department too this is less of an issue as you can make the case for the 5 Sales Pro licenses. However, for eCommerce businesses that go direct to consumer only, 4 of those licenses are completely wasted. The full functionality that Sales Pro unlocks are largely irrelevant for these kinds of businesses. At $500 extra a month for the 5 licenses, it's hard to justify bolting on Sales Pro during a Marketing Pro or Enterprise sale. I can bolt on other technologies that do as good or a better job than HubSpot's Sales Pro funcationilty unlocks at a cheaper cost.   HubSpot is getting in their own way of selling to a new customer base.     ... View more

Please can you add in a field for part codes in quotes. These are essential to be able to order from distributors and as a reference for the exact item ... 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

We track deals with products in Hubspot and have noticed there is no way to set products to extend longer than three years. When we have deals signed for four years or longer, there is no way to set up the deal and its products appropriately in HubSpot. We would like to be able to edit the length of the contract so that it can extend for as many years as the deal we've made. That would make it much easier for us to track deals, renewals, and invoicing.  ... View more

Hi there,   We often interact with customers who do not have email addresses (one of our big buyers are elderly people who aren't literate with technology). However, our sales people still need to create quotes for them, but HubSpot requires an email address in order to use the quotes tool.   This strips away one of HubSpot's appealing features. Can you strike this requirement?    Thanks,   Jared ... View more

We have 8 Sales Pro users, and 4 finanancial users (on CRM Free accounts) who only need to receive, download or view signed quotes. They can't unless they get a Pro license.   Now sales reps need to copy the signed quote to the attachements folder in order for finance to be able to view them. If CRM (Free) users would be able to just view (signed) quotes, or have a copy sent to their inbox. This would save alot of hassle, and imho a bit weird that this is not available.     ... View more

The current quotes work amazing when it comes to emailing links. I like the feature a lot and it makes a ton of sense from a tracking perspective.   The one issue our Sales Team runs into is when the end user (customer) does not allow for such systems. We deal with the armed forces quite often and they ask for a PDF immediately. I know you can download it later but it would be nice to have a feature to automatically attach a PDF version to the initial email you send rather than a link.   When I click on generating an email after I am done with the quote, it inserts the hubs link (rather than the name of the quote, which is also a nuisance) but it would be nice to have an option that says something like: attach as PDF or attach as link (or both).   This would allow our Sales Team to send the email with tracking while also providing our customers a PDF copy right out the gate rather than having them to open and click "Download". ... View more

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