Great minds think alike

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

Example: When I sold 4 pieces  for one product, I need to store 4 separate serial numbers on particular deal. When I sold 2 pieces of the same product within second deal, I definitely need to store 2 other separate serial numbers on this second deal. Very helpful. ...read more

Hi folks, I'm new to HubSpot and was trying to figure out how to create pricebooks for the products. Pricebook explainer here.    How are others handing the need for pricebooks to manage different pricing for the same products? ...read more

In our company we have different products, some are subscriptions payed monthly over a certain term, some are paid only once. In the product overview of a deal it will separate one-time subtotal and monthly payment, which is nice. But in the "total" section underneath, we would need the total deal amount and not the monthly rate do be displayed, also for reporting.   So in this example the prices above the line are great and underneath it should calculate 200€ (one time) + 36months*100€ = total deal amount of 3800€ as this displays the order entry. At the moment we need to use the quantity instead of the term to define the number of months to let it calculated the right order entry, but this is really not a good workaround. It would be great if this could be added. ...read more

Hi! Normally we use the same deal to send two or three options of quote. When we sent those quotes we already put the signature, to be faster, and do not need to edit the quote. However, after the client signed, Hubspot doesn't update the deal with the information of the signed quote, stay in the deal the information of the last quote created.  Would be very good if after the signed quote Hubspot updates the deal, as it is done with the last quote created. ...read more

Hey!   It would be great to be able to set the expiration date for a quote upon creation to something that suits our organisation. The current default is frequently overlooked so 90 days goes into the pipeline when ideally we would like to fix it so the only option (unless admin) to choose is 30 days.    Many thanks C ...read more

We want to set up HubSpot quotes that can be used for volume signing versus sending individual deals separate quotes. When we accept someone into a program, they would be required to pay a specific fee before moving forward. HubSpot currently requires one quote to be sent to a deal and if we wanted to send out 40 quotes, this is extremely time consuming and much easier if we can do this via a static quote form page.  ...read more

I am not sure if this has been brought up ever, but I am getting a lot of complaints from sales reps saying that finding a part number when adding a line item is extremely difficult with a large product library like ours. It seems that when you search for the SKU when adding a line item, the search results only show the item name with no clear indication of what SKU that item name is paired with.    My suggestion is that the SKU should be the main text from the search results and the item name would be in grey text underneath so that the rep can tell which product is which. Does this sound like something that could be achieved? In the product library you are able to search much more extensively so I am curious as to why the same functionality does not apply to line item search. ...read more

As it stands it is not possible to make a list of contacts who have purchased certain products. This is so important for marketing. I need to be able to make lists of people who have purchsed one thing so I can upsell them the accessories after the fact.  There is also no option to map over the product url? You can map the image url but not the actual prodcut url?! why?! ...read more