Great minds think alike

It would be nice if there would be an option to setup notification reminders (to the recipient) for sent/outstanding quotes/proposals including several frequency choices. This could help to expedite pending signatures and close more deals.  ...read more

When the customer signs an offer electronically (e-signature), it should still be possible for the signatory to enter a comment field, where he can fill an order number or other information when placing the order ...read 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.   ...read more

Importing a product list can only be done by selecting the 'one object' option when navigating through the import 'wizard'. If you select multiple objects, it does not give you the product import option. Between 'one object' - 'multiple objects', this is not intuitive and it would be useful if either a) this could be labelled to point users in this direction and/or b) when selecting 'import' from the settings menu > products & quotes, it autmatically takes you to the product list import section of the import 'wizard'. ...read more

Offers can get complex and confusing to understand easily. Especially when offering different products that can be very similar or complement each other.   It would be very helpful to be able to group products/items, or to seperate them with paragraphs.   It would also be very useful to be able to add titles, comments or further information to certain products, groups or paragraphs.   This would help customers understandig offers and save time additionally explaining them. ...read more

Our product library has a range of prices based on criteria, so one product's price is based on how many users. (we have bands of user ranges)    So we have: Price per user Pilot price 0-7500 Users 7501-10000 etc For now, I have to create a product for each one of the above scenarios. It would GREAT if I could create a dropdown to select the band and have it populate the price field. That would make my price book SOOOO much cleaner.    I can create the product property with the drop-down selector, but I can't see how to calculate the cost.    Calculation as a Field Type is greyed out and I can't modify the existing price property.    Any suggestions? ...read more

It would be really helpful to be able to create price breaks within a quote for quantity-based items. ie 1,000 of xyz item costs $xx.xx and 2,000 of xyz item costs $xx.xx. This would be helpful for salespeople as well as managers and analytics teams to see what the quantities being quoted and selling are without it showing as multiple quotes or the same product within a quote multiple times.  ...read more

With my current system, we automatically & uniquely number quotes each year, we can tell the year the quote was written, etc. Can this functionality be added? ...read more

In the new beta platform for quotes we have the ability to put a discount on the line item. Could a column with the total $ be added to show what the customers price would be for that item and quantities on the quote? ...read more