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Hello,   So the Stripe integration with Quotes is pretty great but it has 1 big pitfall - it does not allow for free trials.   Stripe stand-alone allows for this and it basically allows you to collect card/payment info from client at the time of closing, but the card only gets charged later when the trial (number of days) is over.   I've spoken to the Stripe team and they said it's an essential feature for their clients. We need this!   So the way it would ideally work for quote is the following. Your client reviews and signs a quote with x days free trial. They sign the quote, then they check out by inputing their payment info. When the trial is over, they get charged.   Currently Quotes is helpful with Stripe only if the payment needs to be collected here and there. This should change given the number of companies offering free trials. Please upvote if you agree!  ... Exibir mais

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.   ... Exibir mais

Our company needs to update Product Descriptions via workflow. We have product descriptions that are based off the quantity that someone is purchasing. The triggers are something like, If Product Item is {Product Name} and Quantity is Equal to 10 then set product description to {Unique Product Description LIne}. ... Exibir mais

I am a bit shocked, I am new in Hubspot and I start to using products and I realize that there is no translation for product, I have to create duplicates in particular language. Strange ... Exibir mais

Creating Products within the Portal and needing to switch between Monthly and Annual Billing.  Created the Products for Monthly and would like the ability to Clone that Monthly Product and modify the Identifier to Annually without having to build all over again. ... Exibir mais

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.  ... Exibir mais

  Hello, it seems to me that the tool of being able to upload the products to the CRM and having a platform for quotes is very functional and useful for the needs of each one of us as clients. I think that an improvement that could be had is that when a product is linked to a quote and is linked to a contact where a business is closed, it should be disabled as a product in order to be selected for another quote. In this case, for example, for a company that manages a single unit for each product. This would be integrating inventory functionality into products. This could better control inventory and avoid mistakes by sales executives in offering a product that is no longer available. ... Exibir mais

Please increase the ability to go up to 5 years in the Totals box if a Term has been set in the Library. I have included a pic. It will adjust the TCV for total deal for us. TYSM.   PLEASE UPVOTE! ... Exibir mais

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. ... Exibir mais