Hi Guys,    After using the products and quotes and enetually replacing it with our traditional way, I faced some limits which I think are pretty usefull to include in this module:  Defualt settings: There are certain settings that we have to apply everytime and I wish I could set them as default, such as Contact Owner. In some cases all the quotes need to be sent by a legal representative of a company and can't be sent under the name of a sales rep or inside sales figure.  The other is the language. We are in italy and it bothers me that everytime I have to change to the language of the quote to Italian.  Ability to format the change section titles: This regards mainly being able to change the title of the sections such as "Comments" to "Executive Summary". The other place I wish to be able to format is the product description by having a rich text editor where I can style the text, add images, links, videos etc.   Calculations: This part is the most annoying in my point of view. When you set a monthly or quarterly reccuring product/service and you set the contract term to 1 year I wish to be able to get a total amout of the whole thing for 1 year instead of getting recurring and one time subtotals. And even sometimes I need to indicate the total amount and decide with the client on the payment terms such as X% upfront and the rest on various reccuring basis.  Drafting and sharable preview:  This happened to me several times that I created the quote and missed something, or made a typo, or even I needed to share it with the client before publishing the final version or above all share with my team or superiors to approve and check. But unfortunately it is not possible to draf the quotes and I can't share a preview.  ... View more

Our Shopify integration currently creates product listings in the Product Library, but those products cannot be added to Deals created in HubSpot. 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

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

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

Create products/pricebooks, & send/receive agreements/quotes/invoices in Hubspot CRM.   In order for us to use Hubspot CRM as a stand alone CRM we'd need to be able to choose products within a deal, Calculate the Full Amount if there are multiple products in one deal, and create agreements/quotes/invoices to send (hopefully through electronic signature) to our clients.   Then of course be alerted of the returning signed agreements within CRM. Automated Triggers throughout the agreement/quotes/invoices process would be great as well. ... View more

The Stripe integration currently only supports one time payments. It should also support recurring payments so it can be used for Quotes that include Products with recurring payments. ... View more

Like other objects on the platform, it would be very helpful if HubSpot would allow custom properties on products...and allow the admin to determine which product properties are shown on the quote. ... 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

I am very happy that the new "Products" feature was added under deals. I think this gives the opportunity to create very good reports on sales by products.   However, I would like the opportunity to create custom reports using the products. I would like to create, for example, the revenue from each product over time in a line graph, the cumulative revenue from products over time in a stacked area graph.   At the moment, the "Sales by Item" and "Average selling price" table reports available among the pre-made reports are not very visually descriptive. I would like the opportunity to customize them. ... View more