Great minds think alike

Hello, I was looking into adding a product image to the payment link. I was unable to add a file property to the payment link and was informed a work around would be to add the image in the checkout box. However, that may cause confusion if the payment link has multiple items and the customer only wants to purchase one or a few of the items. We were looking for a way to have the product image follow the product being purchased.  ...read more

When creating a product, the user is unable to edit the internal form within HubSpot. When creating a contact, company, deal or ticket, the user can edit the form to require or show properties that are important to their business. This functionality should be enabled for all internal creation forms within HubSpot.  As can be seen above, the user is able to edit the contact creation form. The below image is the product creation form that does not have this edit feature allowed.  This will be useful to anyone who creates custom properties for their products and would like to require these fields to create a new product.    ...read more

We are experiencing a crucial limitation to how offers are built up in hubspot and especially how they are visualized. We have sell a SaaS product, with a monthly license fee depending of the quantity of each line item. Simply put:  a price per asset we track per month. However:  depending on the customer and the volumes, invoicing is done on a monthly, 6-monthly or annual basis. However, the license price should be monthly since we report in MRR and ARR, so replacing these by one-time costs does not cut it.   A concrete example where we have a one-time integration cost +  a license cost of 500 euro/month. Invoiced on a yearly basis: What would actually be correct, and way less confusing for the customer, would be: One-time subtotal:  2000 Yearly subtotal:  6000/year Tota to pay:  8000 To do this, the following should be possible in line items in an offer: => If the line item is set as a monthly cost, you select a term of 12 months (our T&C include automatic renewal, so this is recurring) and then select Annually as billing frequency: The cost in the offer should set the net price to €6000 (12x€500). However, it calculates this wrongly and sets the MRR to the monthly cost divided by 12, which is absurd: To work around this I now have to set this to monthly,  the offer says monthly invoicing in the breakdown,  the total is incorrect but the total contract value is correct. Then I have to add to the terms that the invoicing is actually done on a yearly basis.  All very confusing for the customer. We can tell you that we know several other start-ups experiencing exactly the same issue. This should be resolved fast! ...read more

Hello, Please consider the following requests:   1) Please make invoices editable 2) Please enable the ability for customers to make partial payments.   Regarding #1 - it's absolutely necessary for me as a business owner to be able to edit invoices. I don't like the fact that after I've finished with an invoice I have to hit Finalize and then if the customer changes their mind after the fact, I can't go back in and edit the invoice. I use QuickBooks Online as my primary accounting software and from what I've heard with other similar systems (Xero, Invoice Ninja, Sage, etc) they all provide this functionality.   Regarding #2 - There are times when customers only want to make a partial payment. For example, my policy is that customers pay for products or services I need to purchase before I do the job and then pay the labor after I'm finished. Or maybe the CX wants to make a deposit or a downpayment. They can't do that with how HubSpot Invoices are currently set up. These are just two of many examples.   Thanks! ...read more

Hello HubSpot Community and Developers,   I've noticed a limitation in the CRM: the inability to add custom columns to the products table in the company records' overview tab. My goal with this feature is to display custom fields information from products in the product history table at companies. This would allow for a more detailed and immediate overview of important product information without the need for additional navigation.   Given the Product History table is in beta, I understand there are limitations. However, the ability to customize this table by adding specific fields relevant to our business operations would significantly improve usability and efficiency.   I suggest considering the inclusion of a feature that allows users to add custom columns to the Product History table. This adjustment would be beneficial for users needing quick access to detailed product information directly from the company records overview.   I look forward to hearing the community's and the development team's thoughts on this suggestion.    ...read more

Il manque un affichage HT dans les devis ET surtout dans le listing des devis (onglet "Vente", puis "Devis".   1) Dans les devis en eux-mêmes, ont devrait quand même avoir le : - Total net HT - Montant de la TVA (20% ou autre) - Montant total TTC Et aussi indiquer les remises s'il y en a dans un sous-total   2) Dans le listing des devis, indiquer le montant HT et non le montant TTC !!! En France, c'est obligatoire pour les reportings commerciaux. Je vous envoie un screen du montant total de mes devis, que je suis obligé de recalculer manuellement à chaque fois pour avoir des stats correctes en HT... Si quelqu'un à la solution je suis preneur, sinon likez/commentez pour qu'Hubspot fasse quelque chose ! ...read more

As the ARR & MRR reporting is based around these properties, which are calculated via the Line Items, it's essential for accurate reporting that it be possible to make adding them to Deals mandatory. I've worked with a few organisations where this has been an issue now, and while creating 'Missing Line Item' tasks and reminder notification workflows for the sales reps helps, there are always going to be Deals here and there missing Line Items with the current, and so Annual & Monthly Revenue Reporting inaccurate. If it were simply possible to enforce the addition of Line Items so as to move between stages, or move the deal to Closed Won, the problem would be solved. As it currently stands I have a few clients with this issue, and I'm seeing between 40-60% completion of deals with associated product line items - making these key reporting properties unreliable and incomplete. Would be great to see a fix for this!  ...read more

In order to segment customers based on the line items bought, it would be helpful to be able to use Active Lists with criteria based on the line item a contact has purchased. The list criteria options allow you to do this, but no results are returned. This seems like a bug given that the list crtieria allow you to filter based on line item properities but return no results.  ...read more

It seems that there is no way to sort and organize line items within product libraries. Products are sorted based on import or create date within HubSpot.   My company builds product libraries and folders based off a tiered pricing approach (I.E. we have a Tier 1 Folder containing all of our products with a SKU # of T1 Product A, T1 Product B, etc. Tier 2 Folder containing all of our products with a SKU # of T2 Product A, T2 Product B).   As we add products, we do not have the ability to sort them alphabetically. It's a very manual process to build out line items and have them in a specific order within the product library today.   Any solutions other than deleting all of my products and doing a mass import so they show up in the order I need them to?  ...read more