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

Hi I would like to submit for Products not to be associated just to a deal. This information should be able to pull across to the company record, the contact level and then a workflow to tickets could be implemented.    This would mean that when a customer submits a support ticket then the company or contact record is connected to the ticket...if Products could pull through to the ticket my support team will then know which license the customer subscribes to and then the correct support can be given to the client as the support team will easily be able to view what license the customer has.  ... 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

Some customers have alternative billing situations for their products that do not fit within our current billing frequency options below. It would be nice if they had the option to create other intervals. One customer needs a five year option for example and has to find a workaround.   ... View more

Currently, Hubspot defaults to a "90 day" expiration date when a quote is created in the system. There are other options: 30 days, 60 days, custom. However, those need to be manually changed.    For our business, 30 days is the sweet spot for expiration once a quote is created. If Sales forgets to manually change from "90 days", the prospect now has ability to reference the quote for a longer amount of time.    I'm proposing that on the back-end settings of Quotes, the user can set the default expiration time to whatever best suits their business.    Let's make it happen!!!  ... 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

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

Today its only possible to enter whole numbers in quantity in quotes. this is very limiting.   For example when you sell 1,5 hours. Or you sell 1,5 square feet of something. or 1,5 pounds...   You get the point. extremely important that this is corrected. ... View more

We would like to be able to add bundled products to a deal rather than adding individual products at static prices each time. Furthermore, I would like the system to allow us to create synergies between products such that it would prompt the sales person to upsell or offer additional product/ service in relation to their current discussion, thus maximising their contract value.  ... View more