We would like for a way to automatically generate quotes either based from a form submission where the prospect selects the products they are interested in and populate the rest of their information or from a workflow where the quote can be populated using personalisation tokens taken from the contact or deal record. It would also be good if the snippets used to populate the payment terms could be automatically populated in the quote. We are a Diamond agency and we have had several clients with this requirement. ... View more

Hubspot built an amazing tool that allows sales rep to send quote that customers can accept by eSignature. It works perfectly fine, but it's limited to 10 (Pro) or 30 (Enterprise) signatures / month / user!30 eSignatures is clearly not enough for us, but we can't even pay to unlock this limitation. The only way out is to use an external tool like Paycove or Pandadoc and pay 50$ / month / user just for a feature that is already there. This makes no sense. When you build a perfect tool, please let us use it as much as we need. Even if it means we'll have to pay more, if I need unlimited use of this feature, I should be able to have it (or at least fare use 100 eSign / month). Thank you ... View more

Some products are dividable. Like hours. If your product is like a Workshop you offer, you would like to be flexible with your product amount. It should be possible to offer just like 1,25 h (product) or 2,5 as an example. And not just whole numbers.   We would need that very urgently. Right now we do a workaround through adding the same product, naming it 0,25 product, and giving it the value of just that amount of a 0,25 worth product.   ... View more

Looking to autofill the quantity section of the quotes from a property in deals. In specific, our product is priced by Sq Ft which essentially functions as the quantity (cost / Sq Ft). I've looked around for this feature and I'm afraid that it's not possible as that is a product limitation at this time. Unfortunately, there isn't a workaround to accomplish this, and I don't see anything on the roadmap or any current Beta releases to achieve this. ... View more

It would be nice if you could see the Hubspot ID of a product in the portal front end, so you know you're looking at the correct product. ... View more

It would be helpful to customize which properties appear on the Product Information screen when a product is created or selected as well as be able to rearrange the order. Some of the default properties are not relevant to some users and if the user does not have an Enterprise subscription, they cannot disable them with Field Level Edit Permissions.  ... View more

We would like the ability to show the discount of each product and on the product line, vs the total. We often have different discounts across the board and if we add a discount it only shows up in the total, not the new unit price and is very confusing for the customer.  ... View more

When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should!   The trouble is, right now it doesn't.   Custom discounts aren't automatically reflected in the deal value and it's not an option. So in order to keep deals up to date, every time a new discounted quote is produced, a rep has to remember to head back to the deal and update the value manually.   That might be ok once. But doing that multiple times, on multiple deals is setting reps up to fail. What's more, it  seems kinda crazy, particularly when product level (i.e. a discounted version of the product) discounts  are  reflected in the deal value.    So it's not that the value doesn't update. It's that discounts are disregarded despite unqeustionably impacting the value of a deal. How is this intended behaviour?   Sure, we could go in and build out 5%, 10%, 15%, 20% discounted versions of each of our products, but where do we stop? It seems like it would be incredibly confusing and result in an unnecessarily bloated product library, while making the in-quote discounting essentially arbitrary.   The inconsistency adds confusion for reps, extra steps toward managing deals in the pipeline, and will likely result in inaccuracies when it comes to reporting—meaning extra time double checking the values on all deals.   It seems like it would be easily rectified. I suggest either making it standard behaviour for a deal value to sync with the most recent/accepted quote including discounts, or to at least have some option for that behaviour to exist. ... View more

Hi, I'd like to suggest the idea of enabling creating, posting and getting information from the folder item in 'product library', products component, through integration. The item I'm referring to is a folder, which is possible to create when you select the option 'ACTIONS'. For that to be possible, it would be necessary to have an internal name for the item 'folder', so that we could read it via service. Regards, Lincoln ... View more