Great minds think alike

In Quotes it seems like you are not able to calculate to total cost of a project. The current option for Total is only displaying the monthly/ quarterly payment, and it is not taking into account the TERM (number of month for a contract).    This may induce confusion because if a client is not paying attention to all the details, he/she will only see the amount for the first set of service, and not the total cost for the services in a longer period.      ...read more

We need to be able to send a copy of a signed quote to the client upon signature for their records. This is a best practice (when you sign a contract you should always receive a copy) and should not be an Enterprise only feature. Can this automation be made available to Pro users?   ...read more

When adding products, a "created on" date is visible, but a "edited on" and an "edited by" would be very useful information to know when last an item was edited and by whom. With pricing fluctuations and industry changes, this could be a useful field to determine when last a product or product folder was last updated.  ...read more

When I create a quote using Hubspot I'm not able to create a termed agreement that flows onto Stripe. All agreements are monthly recurring. ...read more

It would be nice in quotes to have the ability to  hide columns.  For example we would like to use the the quantity and price for creating the quote, however we dont want that part to be something thats visible to the client ...read more

We offer some products with a multi-year (~3 years) progressive pricing model, and our Sales team is struggling to paint the full picture of how the prices change on a year-by-year basis with the current quote templates. Hence, we’d like to see improved options on how to display the costs of the Line Items by year, so that it is clear to our customers what they are paying for the products each year. Below is an example of what we’re trying to achieve to display to the customer through the Quote templates:   Year 1 - Product 1 (50% discount) Year 1 - Product 2 (50% discount) Total Year 1 Year 2 - Product 1 (25% discount) Year 2 - Product 2 (25% discount) Total Year 2   Year 3 - Product 1 (0% discount) Year 3 - Product 2 (0% discount) Total Year 3   TOTAL CONTRACT VALUE: xyz ...read more

While the addition of custom quote templates have been great, they are still missing quite a few customization options. Some things I'd like to see is:   - Be able to edit buyer company and buyer contacts font/font size - Be able to adjust the actual size of each section - More flexibility in editing the size/placements of logos/images ...read more

It would be helpful if you could filter/sort quotes from the master list by deal pipeline to quickly find quotes relevant to a particular product/service offering.  ...read more

We want to make quotes in Hubspot but use personalisation tokens to make it personal and based on the information the customer has given us. This is now not an option.  With personalisation tokens it will be much easier to make a standard quote that is always a good fit to our customer. Adding information via a template or snippet which inclused personalisation is not working as wel. As example: we have a custom property in which we mark what the customer is aiming for: better results, more engagement, more conversion etc. If we can use that in our quotes, the quote will always be specified to the customer, adding more value as a partner! ...read more