Pricing or Quote templates would be excellent for reducing time and potential errors in creating quotes.   How this would work When adding a quote: Have the option to select from a Quote template Quote text fields are populated from the template All products including template pricing, descriptions, units, discounts, tax, etc are added to the Deal and quote     ... View more

The Sign Quote Verification email displays the logo on top of the Primary Brand colour. The logo should be displayed on white or a secondary colour so that this can be managed more easily otherwise you have to change the primary colour to a light colour which is less than desirable as this colour is used for Buttons and other key design elements.   ... View more

When an internal countersigner is added to a quote, send them an automated email notifying them that there is a quote that needs to be signed with a link to the quote.   Currently, the person creating the quote has to remember to also email any internal countersigners which can cause delays and missed signatures.     ... View more

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

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

Users are looking for a configurable billing Start Date field to set on Quotes with recurring payments using the Stripe integration. ... 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

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

Currently, we have to manually calculate the TAX amount when creating a quote.    Ideally, we would set the TAX % and have the system automatically calculate the value (in the same way you can with a formula withing MS Excel).   Benefits: 1) Saves time 2) Avoids mistakes. ... View more