I'd be usefull to have a report in the main personal dashboard fo the sales rep to see the quotes sent this month, the ones that are close to expire and the one signed. If you think this idea will add value, please upvote! ... View more

I have been building a HubSpot native solution for our renewal process. This consists of custom properties and workflows.  First of all, the documentation from HubSpot is under par. It was really hard to figure out how it actually works and how it impacts the Revenue Analytics tool (new/existing/lost recurring revenue). I suggest this part of the documentation needs to be strongly improved. Secondly, it would be really useful to be able link Deals. For example, create a link from the original Deal (New Business), to the Renewal Deal and so forth. This is currently not possible. Thirdly, it would also be very useful to allow for date property calculation. When a Deal renews, calculate the next renewal Date (for example, Close Date + Term). I don't want to use 3rd-party tooling for this. Lastly, it would be great if a vanilla implementation (or have out of the box support for renewals) will be made available. I have created several custom properties and workflows which took me a substantial amount of time, as we have complex contracts with our customers (for example auto renewals, auto renewals with a cap, manual renewals). As we move more and more to SaaS business, I'm pretty sure there a several other HubSpot users with the same challenges. ... View more

It would be really good to have availability to add .5 in the product library under the "quantity". As soon as we put .5 in there it automatically changes the number. We often sell stands with .5 square metre, I`m sure other customers of yours would like this option.     ... View more

The ability to create rate cards/customer pricing for each customer. This would be helpful as we write so many quotes and have to add discount levels each time we quote and these are different for every customer. The only way around this currently is to add products multiple times with the different prices and that's just not possible.    Essentially, discounts for customers to make quoting easier ... View more

Often we make more then one quote for the same deal. At the moment we have the following issues: - The only way to keep just one quote is to delete the other ones - The products in the quote are not updated to your "last quote" but stick to the values of the quote that was published last - The only way to adjust the products in the deal is to reopen the last quote and publishing it again It would help us enormously if we could approve just one quote and the following happens: - All other quotes are rejected - The products in the deal are updated to the accepted quote ... View more

I would like to use different properties in the left bar for different pipelines.   Ex: Pipeline 1 - Name, Last Name, Lead Status Pipeline 2 - Name, Last Name, E-mail, Company Name   ... View more

Hi Everyone! It would be very useful to have an option to import all objects from a HubSpot account to a HubSpot account so that the read only properties get the existing values and there is no need to create custom properties. This feature would be very useful when merging HubSpot accounts.   ... View more

Hi, Currently we could access quote endpoint with a key API but not with Oauth.   I suggest opening this Endpoint with Oauth ... View more

I really like the customization of the quotes themes to fit our company's Corporate Identity. When the customer wants to download the invoice, most of the styling is discarded and the PDF version unfortunately doesn't look very pretty. It would be great (and an eyecandy), when there would be a possibilty in the future (at least for webdesigner) to tweak the styling of the (print) PDF version to fit the styling of the HTML Version. I think most customers will have a downloaded PDF version for backup purposes and it will be an overall nice-to-have feature, not only for my company.  💫 ... View more