Great minds think alike

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. ...read more

Not all of our clients will sign a quote - so I would like the ability to manually change the quote status please.  ...read 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. ...read more

As a salesperson, I need to be able to track when a quote is viewed, and clicked on so that I can more astutely engage with the customer who the opportunity is with.   Putting on my product manager hat, I would suggest that HubSpot Sales users are able to not only see views and link clicking, but that you would also enable deeper analytics like those found in Hotjar...i.e. heatmapping & Session recording while the customer guest is viewing the web-hosted quote. ...read more

Our Shopify integration currently creates product listings in the Product Library. However, Shopify products cannot be added to deals created in HubSpot that are not syncing to Shopify. Only deals that were created by the Shopify integration can be associated with Shopify products. This applies to products synced over from other ecommerce integrations as well.   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! ...read more

We're a B2B company with an external sales team. One report that our management staff tends to watch is "quotes per sales associate." We're pretty new to SalesPro and it's quoting features. We are currently tracking this data manually and I feel like it might be a relativly easy, and useful add-in. Thanks for any consideration! ...read more

We are new to hubspot and we are setting up the system and we need to be able to setup tiered pricing on products based on the quantity ordered.  This is FUNDAMENTAL to our sales process and what EVERY system I have worked in has allowed for.  I have been involved in system development in my career in the past and this feature would be easy to add and make your product MUCH MORE robust.  If I can't do this then hubspot is not working to streamline and improve my business, our quoting process would still have to be done manually.   I am willing to work with your team on how to set it up and do the testing and debugging with you if you can take this project on and make it happen for us.  We are in the intial 90 day trial period and can't move forward without it.  ...read more

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! ...read 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. ...read more