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Hi!
Could be awesome if we can configurate the proposal / quote template.
Thanks
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Products & Quotes
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
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Products & Quotes
Status:
Being Reviewed
Submitted on
May 15, 2020
11:14 AM
Submitted by
nicolerohrer
.png "HubSpot Employee")
on
May 15, 2020
11:14 AM
on
May 15, 2020
11:14 AM
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.
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Products & Quotes
Status:
Being Reviewed
Submitted on
Nov 14, 2018
4:54 PM
Submitted by
lalexander
on
Nov 14, 2018
4:54 PM
on
Nov 14, 2018
4:54 PM
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!
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Status:
In Planning
Submitted on
Feb 25, 2020
9:29 AM
Submitted by
claireWorkCast
on
Feb 25, 2020
9:29 AM
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.
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Products & Quotes
Status:
Delivered
Submitted on
Jan 8, 2018
5:31 PM
Submitted by
codymiles512
on
Jan 8, 2018
5:31 PM
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.
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Products & Quotes
Status:
Delivered
Submitted on
Feb 26, 2020
1:11 PM
Submitted by
bmatthews22
on
Feb 26, 2020
1:11 PM
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!!!
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Products & Quotes
Status:
In Planning
Submitted on
Feb 14, 2020
3:11 AM
Submitted by
Skogluft
on
Feb 14, 2020
3:11 AM
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.
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Products & Quotes
Status:
Being Reviewed
Submitted on
Apr 16, 2019
9:52 AM
Submitted by
AlexHodgson
on
Apr 16, 2019
9:52 AM
We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote. We'd like to suggest: - Ability to clone a quote to a new quote draft - Draft opens at beginnig of workflow but with all fields fillled in as per previous version. - Version codes could even be automated. We understand why the original quote can't be edited, but a clone function would help alleviatea fairly thankless repetitive task, which is, after all, what Hubspot is all about!
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Products & Quotes
Status:
In Planning
Submitted on
Sep 5, 2019
1:05 PM
Submitted by
Whitend75
on
Sep 5, 2019
1:05 PM
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.
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Products & Quotes