Great minds think alike

tombendy · ‎Apr 9, 2020

We charge our customers an hourly rate. We are a service business. Currently, it appears you can only charge in monthly or yearly increments. I wish I could sell our time in your increments, but that's not realistic for most consulting firms.

molinarivero · ‎Apr 9, 2019

It is urgent and necessary to incorporate the functionality of tax and discount with percentage (%) when you create a quote. Our salespeople must walk with a calculator when generating quotes. Thanks!

BeccaArmistead · ‎Oct 31, 2018

Within the quote tool, you can set whether to add a separate tax to the product or not. If you opt to not include a separate tax, default text displays which reads "This total doesn't include any applicable taxes." The issue is that our products already include tax so this text is misleading. We build the tax into the product price. We'd like a way to remove this default text OR to allow a tax to be added with a zero (0) value so that the text is removed.

PamelaSoh · ‎Mar 15, 2018

It would be very useful if we can select product or term length as trigger option. For example, set a workflow to send a notification email which will let us know it is close to the date of the term of the product.

ROFU · ‎Dec 6, 2019

Hi all, We require that our users be restricted from using certain aspects of Hubspot, particuarly in the product page. For instance, we use Pandadoc, and therefore don't want users to select "Create Quote" from the product page. We also don't want them to "Add Products", as our products should be selected from the existing library instead.

Ernst_SA · ‎Oct 16, 2019

When you have products assigned to a deal and you create a quote with only a number of those products selected, the remaining products disappear from that deal. What does this mean for the user? - Loss of custom product history (from first quotes on a deal) - Loss of deal value - Negative impact on forecasts and reporting - Multiple sources of information related to a single customer, as the user needs to create new deals for every new product they wish to sell via a quote. - Loss of system efficiency because of above.

WillIllingworth · ‎Jan 10, 2020

Once you sell an item to a customer, you should be able to add that product to a registered products section along with a serial number so the sales team know which company has which products before they contact that customer. This would also help massively with MA and sending rules.

Leigh_Simpson · ‎Jan 17, 2018

We are working on a project where we are migrating a client from Dynamics to HubSpot. They use products in the Opportunities in Dynamics and were delighted to find out that Products could now be added to deals in HubSpot. Now we have found out that the API doesn't support the data being imported. What are the plans at HubSpot to get this added to the API?

Will_Sheldon · ‎Mar 16, 2020

Currently you can create reports against individual products. E.g. count of products sold or revenue by product. However, often we don't want to report against each individual product we sell. Instead we report at a higher level against a family of products ie a product folder in hubspot. Would it be possible to be able to build reports against a product folder so we could then create a report such as revenue by product folder?

CelinTeo · ‎Sep 25, 2018

The new multi-currency feature is wonderful, however, when importing products via CSV, the 'product price' column maps only to default set company currency. We need the ability to match multiple currency columns from the .csv import to additional currencies set up in the account. e.g. if I have 1000s of products that we sell at different price points around the world (different currencies), I will not be able to import these currencies directly and would need to manually edit them, which will take weeks and potentially a lot of human error to enter these all manually via the web interface.

Great minds think alike

Quotes-- could use more flexibility in adjusting units of time

Percentage (%) in tax and discount

Allow Default Text in Quote to Be Edited OR Allow a Zero (0) Value for Taxes in Quotes

Use product library in workflow or in another tool

Restrict Access to Quotes

Not using some Products in a Quote should not erase those Products from the Deal

Product registrations for customers

Create API for Products and Product Library

Creating reports against product folders

Allow Import for multi-currency prices for product Library

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