Great minds think alike

It would be helpful to be able to choose what time frequency the sub total displays in on the custom quote templates.    For example, if the Billing Frequency is set t monthly but you want to the sub-total to display an annual subtotal this is currently not possible.  ...read more

We have recently implemented the use of Quoting to push out from HubSpot all of our order forms to prospective customers, and upon doing so we have noted the major security flaw the URL generation has the potential to cause.   The public nature of the quote, post submission/ approval, is a security risk, leaving pricing, customer and contract information available. Although the auto-generated slugs add a level of security in its complexity, there is still potential for public access and user sharing, of which is unacceptable for such a sensitive process in a customer's journey.   A few suggestions to mitigate/ remove the risk here could include;   1. Introducing password protection against quotes sent out/ URL's generated from the process, shared only via individuals with access to the quote produced.   2. Locking down (unsure as to how) URL access based on the senders/ buyers on the quote being built/ sent out.   3. Making the URL generation 'optional', allowing generation of a quote without public URL against it.    The first two options above are more favourable, owing to utilising the e-signature platform via linking. ...read more

It might be a good idea to create an additional field on the product property that super admins can set for their team, for setting a limit on the discount that can be given for the product. ...read more

We are currently using HubSpot quotes w/Stripe integration. We want to start converting quotes to invoices as a standard through HubSpot. However, if a quote is paid, you no longer have the option to convert it to an invoice. This is a problem because we have quotes that are often paid without us knowing that the customer wanted to move forward (which is great!), so no chance to convert to invoice because the Stripe payment option was the call to action allowing them to move forward. However, the problem is that we still need to produce an invoice for them showing it has been "paid in full" for their records. If there is an option to still produce an invoice in this case, and show it as being paid in full, this would be fantastic. ...read more

In our business, a prospect takes a while to land. If we have a deal in the pipeline and a quote that's active, it will almost certainly change over time. We might quote 5-8 different times (or more!) before winning. Sometimes product quantities change, sometime products are added or removed, sometimes pricing changes, etc. Sometimes some people in the buying committee might ask for certain options. so we'll present them too.   We need some way to track the changes in different quote rev's so people can understand the history of the prospect - without saving .pdf's separately and/or creating a whole new quote each time. Google Docs allows revisions of documents, restoring old rev's, etc. Perhaps the same kind of idea would be good here for quote versions? I'm sure I'm not the only one to have this challenge, so it would be a great feature to add! ...read more

It would be great to have an option to automatically update the "Amount" field on a deal record to the Quote Amount.    By default, if you add a discount to a quote, the quote amount after the discount does not automatically update the Amount on the deal the quote is associated to.    As a workaround, you can leverage a Quote-based workflow to copy the Quote amount to the associated deal amount.  ...read more

  My customer wants to keep a report to analyze the creation date of line items inside the deals instead of displaying the creation date as a sub product in the Product library. Right now, there is not a workaround for this and they do need to fetch this date to know when the proposals were sent to their customers (the only path would be using the line item property "last modified date", which can bring inaccurate data as line items can be updated after their creation on a different date.    The lack of this logic greately impacts their capability to analyze their business health. Thanks. -------------------------------------   Meu cliente deseja manter um relatório para detalhar a data de criação dos itens de linha nos negócios, em vez da data de criação como um subproduto na biblioteca de produtos. No momento, não há uma solução alternativa para criar relatórios para analisar a data em que um item de linha foi associado a um negócio e eles precisam obter essas datas para saber quando as propostas foram enviadas aos clientes (o único caminho seria usar a propriedade "data da última modificação" do item, a qual pode trazer dados imprecisos, pois os itens de linha podem ser atualizados após sua criação em uma data diferente).   A falta dessa lógica esta impactando a capacidade do meu cliente de analisar a saúde de seus negócios. Obrigada. ...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

Currently "Subscriptions" for contacts or companies are created when a buyer makes a purchase using a payment link configured to collect recurring payments, or a quote integrated with payments that includes recurring line items.   It would be great to provide the ability to create a subscription manually – for those who want to track subscriptions but do not necessarily use HubSpot to process a payment.  In our case, we want to track subscriptions for subscribers paying via invoice. Or import existing subscriptions without requiring customers to go through the HubSpot Payment process. ...read more