Currently the tax rate amount on Quotes isn't being reflected in the "Tax rate" field when exporting Stripe payment reports. So it'll be great if it can be automatically fed into this corresponding field on Stripe's end!    The usage of the Stripe integration becomes extremely limited if the tax that is applied in the quote does not go into the respective Stripe field for taxes when pulling a payment report in Stripe. That means an accounting team would have to go through each and every quote and deduct the taxes manually. ... View more

Hi there   Currently, I can only move Products into a folder one at a time. After importing several pages of products, this isn't really an option.   It'd be great if I could select multiple products then move them to a folder using the Actions menu. ... View more

When you have products assigned to a deal and you create a quote with only a number of those products selected, the remaining products disappear from that deal.     What does this mean for the user? - Loss of custom product history (from first quotes on a deal) - Loss of deal value - Negative impact on forecasts and reporting - Multiple sources of information related to a single customer, as the user needs to create new deals for every new product they wish to sell via a quote.  - Loss of system efficiency because of above. ... View more

Currently, any updates on the Product Library such a Product Prices, the changes will not be reflected on existing deal's Line Items. Only new deals moving forward are updated with the new price. For existing deals, there are only two options for customer to update the line items: Manually go to each deal, go to the line items and update the line items Work with a developer to utilise this endpoint - Update a group of line items It would be great if changes can be made directly from HubSpot CRM app automatically when Product Prices are updated. Perhaps there would be a pop up to check if user would like to update existing non-closed won deals line items   Customer's use case: Let's say a Sales Rep is working on a deal with a Close Date 1 Dec 2020. The product associated with the deal is Software Package A with the price of $200 At the end of this year, 31 Dec 2019, there would be an increase in Software Package A. The new price for Package A has not been announced yet - as it will only be announced in 31 Dec 2019 Next year, in 2020, sales rep would need to update any deals that he owns that contains the product Software Pacakge A. Sales rep would have to go to each deal individually or work with a developer to update all his affected deals. It would be great if the changes in Product Prices can be updated automatically from in-app ~ Posting on behalf of Sheldon   ... View more

At the moment, it's great that we have a feature to add a percentage (%) tax rate to quotes.   It'll be cooler if customers could select from a dropdown list of tax rates for different states/countries and have HubSpot populate the field for them.    However, I understand that it's quite hard for HubSpot to possible know ALL these tax rates (which may also vary by products). So perhaps customers can upload their own sheet of tax rates (e.g. by  Country, State, product types) and select the tax rates that need to be applied on each quote. This can be similar to a custom property with dropdown options that are available from the quote creation page itself. ... View more

With the new folder tool, we are able organise Products into our Product Library. However, this would be much better if we are able to import Product directly into the folders.    Typically, when using a Product import, we are importing a long list of Products and it is time consuming to have to move each individual Product into a folder after import.  ... View more

As someone who often has to create quotes for other team members, I would find it very helpful to be able to easily switch the "Your Info" contact info in a quote.   Currently, the quote creator is the default contact for the quote. If I need to change it to someone else (I typically need to change it from myself to the deal owner), I have to manually edit each name, email and phone number field. It would save me a lot of time if I could search and select another team member's contact rather than looking up this info and typing it in myself. ... View more

We love the new Quote Approval function, but would like to be able to have more than a single approver.  There are several reasons why:   1) If the approver is out for an extended time, it would be important for them to easily be able to delegate approval to someone else in their absence so we don't end up with delays in our sales process.   2) We would like our quotes to go through an engineering review and approval before going to Sales approval, given the complexity of our solutions.   3) There are certain approvals that may need to trigger CEO approval based on whether we are recommending an aggressive pricing approach to compete on an opportunity.  We would like that option in our workflows. ... View more

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