Great minds think alike

Another auto-save suggestion! Please give us the ability to update company and contact fields without having to constantly hit "Save". I'm constantly updating and need to work as quickly as possible, and the added step of "Save" is slowing me down. It's also creating a vulnerability whereas I forget to hit Save, and thereby loose my data. ...read more

This feature would be useful for our sales team to make quoting faster when a client orders multiple products. Currently, each deal represents a product/job type, 3 examples: badges, wristbands, and tickets. Instead of creating 3 separate quotes for each deal, we need to send a single quote for multiple deals. ...read more

Today, you need to be Super Admin to be able to customize Quote Templates.   As we're dealing with lot of customer data. It does not make sense to upgrade users' rights to Super Admin in order to edit the font, color and a few features from the quote. ...read more

Dear HubSpot-Support,   This improvement suggestion will add value to any Sales Rep:   Role: Account Executive (AE) and Sales Development Representative (SDR), or similar role. Goal: Adequate written transparency on the quote about agreements between a potential customer and their AE/SDR regarding discounts. Value: An easy way to support a trustful relationship between a potential customer and their AE/SDR.  Examples: Unlike one-time discounts, the unit-discounts are being shown with a percentage-value on the quote. Screenshots:     Thank you for taking this improvement suggestion into consideration!   Best regards, Falk ...read more

Give the customers the ablity to edit the qauntity and qaulity of there items within their quote in order to suite their needs. This would help so much of the back and forth between the customer and sales trying to reach the perfect price for a quote!   Example: If a price on a quote for a customer is to much for them we have to go back and forth and say we could do this price if we take the qaulity of the item down and then back and forth until they have reached a comfortable price ...read more

I'm not sure of the 'technical' word to describe it (maybe an array??) but I have a use case where I need to ⚡ ️ dynamically ⚡ ️ create more than one custom record with a Workflow, based on a number field set on a Line Item.   For example, if a user sets a number field on a Line Item in a Deal to "15", then I would like 15 x (custom) records to be created, all relating to that specific Line Item.    If the user chose 50, I'd want to create 50!    I have a workaround that will work for 10-15 records, but it's going to become unmanagable once we reach 15+ records.    I am sure there's a technical "developer code" 'way to do this, but my client is keen to do this with point-and-click functionality to allow for maintenance. I suspect you may be able to do so with Operations Hub, but they have already invested in Sales Enterprise so would anticipate this type of functionality being included in an Enterprise-ready CRM.  This type of feature is available with Salesforce Flow, I believe, where you can dynamically create # records based on the input from another related record.    Please feel free to add the correct terms if you know what I'm looking for and I perhaps haven't articulated perfectly 😄     Look forward to your support if you see the value in this Idea too 💡 ...read more

HI team, Currently, when using USD, HubSpot would round off mid calculation. This means if I were to apply a 18% discount on my line item, it would round off the discount immediately, rather than calculate everything in raw values and rounding off at the end. Here's an example: MSRP price (list price): 11,90 Applicable discount: 15% 15% discount of 11,90 = 1,785 = 1,79 rounded off then you subtract that absolute discount amount of 1,79 from 11,90! Therefore, 11,90 - 1,79 = 10,11 and not 10,12 As you can see above, rounding off the discount resulted in an in accurate quote total at the end. This is hugely inconvenient for customers when trying to match to other external systems they may be using - creating confusion.  Would love the calculation process to be in raw values (or at least let customers have the flexbility to choose)  Thank you! ...read more

(This idea was initially raised in the Japanese Community. I'm posting this on behalf of a customer.)   Scenario: Deal X has 2 associated companies, company A and company B Company A is set to a primary company Current behaviour: When creating a quote with Deal X and setting the buyer information, you can only select the primary company A. Company B isn't shown as an option. Desired behaviour: When creating a quote with Deal X and setting the buyer information, all of the associated companies (both company A and B) are appeared and you can choose from them. Context: There are scenarios where you want to quote to non-primary companies which are associated to the deal. example   *The existing idea "Associate multiple companies with a quote" looked similar, however, that idea is about the ability to associate multiple companies to a deal. What brought up in the JP Community was "to be able to view all associated companies and choose one for association". ...read more

Would be highly valuauable to be able to add required fields to quotes   We're specifically interested in requiring First Name and Last Name.   Currently, this is not possible and when someone uses a email not in our Hubspot system, it auto adds the email as a contact profile but then, doesn't have a first name or last name. Additionally, we push our payments as invoices to Quickbooks but without the first and last name, it causes errors in the data push.   Therefore, the invoice never gets created. ...read more