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Right now it is only possible to add 1 percentage of tax to the whole quote. We work with products that have 0%, 6% and 15% taxes. I can't just add 15% tax to one item and 6% to the other if they are in the same in quote.   The only way possible now are these very non-optimal work-arounds: 1: I must add a new line item for every product in we have for example named 'tax line item A' with the percentage of tax that line item A has. Than i could add that to the quote aswell.   2: I have to send multiple quotes for line items with different taxes.   Both options are definitly not optimal and i would really like to see it getting fixed. Thanks! ... Exibir mais

Creating this idea for a customer:  "I would like to be able to create a conditional logic for Product properties.  For exemple: If Product property "Product Type" is "Iron" then product property "Product Category" has to be "Abrasif" It is already possible to create conditional login for properties of contacts/companies/deals, so it would be instrumental to have that for Products too." https://knowledge.hubspot.com/crm-setup/set-up-conditional-options-for-properties ... Exibir mais

We'd want to be able to remove and/or edit the names of default fields that show up in the Create Product form (when creating a Product) ... Exibir mais

We created a custom object for our partners. This way we can associate the partner object to all deals that have been referred by that specific partner. From this we can create reports on commission, and see a clear distinction between the deal and the partner.    Now, there is one big challenge. We also want to send out proposals to the partner when they become our official partner. However, it is not possible to associate quotes to custom objects, or contacts or companies, but only to deals. In our case, we do not want to create a deal for a partner. We also tried it with pandadoc, but unfortunately also with this integration it can only be connected to a deal.    The workaround would be to create a pipeline and deal stage for proposal and associate it to the custom object. However, this is not preferred.    ... Exibir mais

For some standard issue quote templates, it would save our teams time if we are able to build a quote from a workflow.  All of the field properties will be present on the quote template that are auto-populated and the line items selected ahead of time.  Once the deal meets a stage in the deal pipeline, the quote will be auto-created and initiate the review process for approval.  ... Exibir mais

When we submit quotes for approval in Hubspot it updates the deal amount automatically.  I am aware of the option to update the amount field to manual but we do prefer to keep it automated for most use cases.  We would like an option (like in the line items) that provides you a choice to update the amount or keep your current amount. We use this in cases where the deal amount must show  incremental ARR.  ... Exibir mais

When registering a product, you can link that parent product with a child product. This way you will be able to restrict the commercial team from selling products with accessories that are not part of the main product.   Example: My product A and B can be purchased in the following versions: Product A + Accessory 1 + Accessory 2 Product B + Accessory 3+ Accessory 4 In this scenario, product A cannot be sold with Accessories from B, and vice versa ... Exibir mais

Hi, In deals and especially during the quote creation step: Review Line Items, I hope there will be a feature to add a column(quote creation step) and section (deals) where we can see the total cost of each line item x its quantity. Then in the summary, we should have an overall total cost of line items and overall profit margin. The cost and margin, of course, will not appear in the quote but for the sake of our sales rep understanding the costs and margin of their quotes and our sales report, I think it is a very useful UX.  ... Exibir mais

Currently it is only possible to convert deals without recurring line items to invoices. Having this functionality would reduce the duplicate effort of creating a quote and then creating an invoice in HubSpot for any business with recurring line items. ... Exibir mais