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. ... View more

As many CRM tools are already providing nice Quote builder, we would like to use HS to generate customer quote which will include several pages (including cover page including company name, quote number, date, expiration date, name of the rep...etc) and the quote will include the BOM (list of products/pricing/terms/signature) as the last page. Most of the competitors allow setting up a microsoft word template with tags representing CRM variable/fields and do a pre-processing function when generating the quote... so the result is a nice 4-5 pages commercial proposal. ... View more

For example, Quotes have a section labeled "Purchase Terms" however my company sometimes does rentals, so it would be less confusing to customers if we could customize it for each proposal. For rental quotes, I'd like it to say "Rental Terms" or something like that. More customization would be super helpful. Thanks! ... View more

We don't need everything in the Enterprise plan. The electronic signature would be a great add-on for Sales Pro customers. ... View more

Currently, any user who has a Sales Pro seat is able to edit Products regardless of what permissions they have. I'd like to have more granular permissions for this, as I don't want my users mistakenly editing products.  ... View more

It would be useful to have the Direct Bank Transfer option in HubSpot's Stripe integration for Quotes, so that customers can pay by method too.  ... View more

I suggest adding additional, longer-term Recurring Discount time frames. Currently, it only goes up through 3 years. I would like to see 5 years and longer, or the ability to enter a custom time frame.   This is what it currently looks like in the dropdown: Thanks for the consideration! ... View more

I want to be able to export Deals (filtered or not) to a list format (.CSV, .XLSX, etc.) so that I can use more flexible and powerful visualization tools, such as Excel, to be used in presentations.   However today when you export a list it will only contain information about the deal, it gives no context as to where the customer is located geographically (country, address), the type and quantity of products is related to a Deal and so on. This makes the whole exporting Deals functionality rather useless to me, because it gives me very little strategic insight.   These are some of the properties that I would like to include in a Deals list export:   Company: name industry type country city last activity date number of times contacted total revenue Contact: first name last name country address e-mail contact priority job title last activity date number of times contacted number of sales activities total revenue Product: product name/ID quantity (for each product) unit price (for each product) total price ... View more

hey!   We wanted to implement Quotes as part of our sales process.  Overall, the functionality looks great and easy to use, apart from one thing - we can't edit our company address. Our HQ is in Germany and this address is in HubSpot. But we also have an office in New York and our team out there should also be able to issue a quote as a separate entity.   It would be extremely helpful to be able to set up two addresses for issuing company and switch between them.    I am also open to any suggestion and workarounds. I believe there are other users with a similar situation. ... View more