Great minds think alike

There are times when I need to add files to quotes in regards to installation guides and product details. Would be good to be able to attach files and insert product images into quotes. ...read more

Hey Guys,  Amazing work on the new Quotes feature!!! Wowzers inspector gadget stuff indead!!  Could we please look at adding Custom URL's to the quotes section. So the ability to create a Primary Subdomain for quotes and while you're at it for meetings too?  For me the example would be:  quotes.headjam.com.au meetings.headjam.com.au    both as primary domains?  ...read more

As someone who often has to create quotes for other team members, I would find it very helpful to be able to easily switch the "Your Info" contact info in a quote.   Currently, the quote creator is the default contact for the quote. If I need to change it to someone else (I typically need to change it from myself to the deal owner), I have to manually edit each name, email and phone number field. It would save me a lot of time if I could search and select another team member's contact rather than looking up this info and typing it in myself. ...read more

Hello everyone! This idea serves to help all serviced-based companies currently using HubSpot.  Lets be honest, the quote system HubSpot has to offer is awesome. Clean and professional format, product/service details, and even a Stripe integration helps avoid separate payment platforms. My only qualm?  We currently utilize a deposit system for our clients to secure services. Each service requires a $200 deposit that goes towards their total balance. For many bigger ticket item service companies, it can be difficult for clients to pay the full balance upfront.  I'm proposing the idea for quotes to include all of the prices, fees, discounts, etc., but at the same time, allow for clients to pay for a given amount. If we're using our company as an example, their total is $3,000 and they have two services ($400 deposit), they are given the option to pay the deposits and not the full-price.  I believe that would be extremely helpful for the many service-based companies that use HubSpot! I look forward to hearing how this may be possible. Thank you for your time! ...read more

hey!   We wanted to implement Quotes as part of our sales process.  Overall, the functionality looks great and easy to use, apart from one thing - we can't edit our company address. Our HQ is in Germany and this address is in HubSpot. But we also have an office in New York and our team out there should also be able to issue a quote as a separate entity.   It would be extremely helpful to be able to set up two addresses for issuing company and switch between them.    I am also open to any suggestion and workarounds. I believe there are other users with a similar situation. ...read more

I am looking to add pictures to the products that you can put on quotes. I like the idea of being able to close deals right from HubSpot, without having to go into my inventory management system, pull products, create a quote there, save as a PDF, and upload into HubSpot.   Our products are very visual, so pictures would be so, so valuable, and really make quotes stand out. If you also would like to see this feature, please upvote! ...read more

Submitting this idea on behalf of the customer. Here is the description of the issue he is experiencing: The current quote eSignature process doesn't have the ability to generate unique URLs for each signer, so as a workaround it asks the signer to 'verify' their email address by clicking the sign button, entering their email, receiving a verification email, going to their inbox, finding the verification email, clicking a button there, coming back to the quote page, and finally signing.   Not only is this process tedious and confusing to our older, less tech savvy customers, but it's prone to failure when the verification email ends up in their spam folder. Your product team might say something like "have the client whitelist XX email address in their inbox", but if you've ever worked in sales or with any kind of everyday customers you know that's not realistic.   To deal with this, we've now resorted to telling our customers that the process might break and trying to get them to be on the phone with us while they sign so we can troubleshoot. Not only is this a waste of time for our sales people, but it annoys our customers. I've attached a screenshot of a recent email exchange to give you an example.   All this said, I love the product y'all have built. As a former developer, I know software is hard, and I assume it's even harder at the scale you're at. So this feedback is coming from a place of genuine care. I think you have the best product in the market, but you're stumbling one foot from the finish line by making it so hard for our customers to sign. Thank you in advance for your time, consideration, and (hopefully) help! ...read more

It would be useful to have the Direct Bank Transfer option in HubSpot's Stripe integration for Quotes, so that customers can pay by method too.  ...read more

With the new folder tool, we are able organise Products into our Product Library. However, this would be much better if we are able to import Product directly into the folders.    Typically, when using a Product import, we are importing a long list of Products and it is time consuming to have to move each individual Product into a folder after import.  ...read more