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It would be incredibly helpful to have the ability to set a line item property in a workflow using the "Set property value". Currently, "Line Item" is not an option.   This would help us as we have revenue reporting fields on our line items/products that we'll now have to manually set. ... Mostrar más

Currently there are not many options for customization of the Line items table in Quotes.   Please make Line Item Table subtext removable!!   At this time you can choose to display a line item property, and give the column a title. You CANNOT configure any more. The system auto-displays info in that column which auto-calculate on billing frequency and discount. This is not always needed and can be misleading.   It is particularly misleading and confusing when using multi-year billing frequencies.   Specific example and need: Below is a screenshot with line items that have a 36-month billing frequency.  Under the Unit Price – We cannot remove the quantity for multi-year deals.  In the example from the screenshot below, the Unit Price should be "$24,000 / year" but states for "$24,000 / 3 years" Under the Total – It restates billing term twice and cannot remove these. It shows "/ # Years" and then also “for # years” In the example below, it already says "/ 3 years" and adds "for 3 years" below. This is redundant.       ... Mostrar más

The Payment Schedule Feature currently in Beta could be improved with a few simple changes.  The Invoice creation based on the Payment Schedule could be improved vastly. I setup a Quote with a Payment Schedule and have a few issues. Neither Invoice created once a payment is made is owned by the Quote owner by default. There is no owner for the invoices created but it should be the same as Quote Owner by Default because that is technically who created the Invoices. The first invoice paid within the Quote has a Paid status but the subsequent invoices are in Draft mode with no owner and no balance due.  The only way to do this is to setup Tasks via Workflow in order to manually edit all the Invoices. When the Owner is assigned to the invoice, the balance due shows up and then you have to Edit the invoice to Finalize it.  It's odd that there is no balance due until there is an owner.   Very tedious and although I'm glad the feature for Payment Schedules is there, the work is takes to Finalize Invoices is so tedious is makes the feature much less valuable. Recorded video walkthrough below. THANKS! https://www.loom.com/share/d86a35c49ad043bdaa13e2e05fa76833?sid=d0600bc9-fcfa-406c-aed5-ff348645752a ... Mostrar más

The process of sending reminders automatically for Invoices is clunky.     There should be a native reminder for every invoice that does not have to be created via Workflow.     In order to setup automatic reminders for Invoices, you either have to create a task to send an email manually or send a marketing email or pay more for access to transactional marketing emails.  All of those options are not ideal and would be nice to have a simple generic reminder.  ... Mostrar más

We are selling mensual abonnements. Client will have the same abonnement for one year at least. A client can subscribe for couple of year. Let's say that my customer subscribe for plan A during three year and I want to make different price reductions.   Year of subscription Plan Subscribed MRR Reduction MRR Total ARR Total Year 1 Plan A 100€ 20% 80€ 960€ Year 2 Plan A 100€ 10% 90€ 1080€ Year 3 Plan A 100€ - 200€ 1200€   Today, it's written : Annual Total = 4 440 But I want my client to see : Total year 1 =    960€ Total year 2 = 1 080€ Total year 3 = 1 200€ In my forcast category, I know that I will earn : 960€ in Year 1 1 080€ in year 2 1 200€ in year 3 Another idea would be to have different tables or a visual differenciator between year of subscription. ... Mostrar más

It is currently not possible to create custom properties for quotes. These would be useful in quote based workflows or to use as "Personalization Token" in quote templates.   Thanks in advance!   Best regards, Jonas De Mets HubSpot Revenue Operations & Co-Founder @ Koalify    ... Mostrar más

Now that we can create custom properties for Products, can we enable calculated properties for Products? Without this basic feature, our products have quantitative properties that we have to manually calculate before adding to HubSpot. This creates room for error.  ... Mostrar más

I know this has been proposed many times before by other members, but I too would greatly benefit from being able to apply, modify, or remove tax on a line item level on quotes.   Product library entries should have tax properties saved, and then I should be able to apply tax to only the line items that I want at the quote/deal level. ... Mostrar más

The goal is to have an automated Zip file creator, which allows my visitors to download multiple files at once. These files are sorted by a HubDB table.   Details: My products have a wealth of informational documents associated with them. Spec sheets, user guides, 3d step files, viewer software. etc. When a visitor wants a user guide, we ask for name/email. Next visit if he/she wants a different file, we then ask for job title. HubSpot progressive fields at work. All good! But...   In addition to this, what if we add a button to rule (download) them all?   The visitor fills out a long form and gives the 6 qualifiers my Sales team wants. First name/last name/email/job title/phone/country but in return, they get the entire suite of files associated to the product.   Sometimes the same file is used for multiple products, so a manually created zip file will not do. When one of these files is updated, ALL copies need to be updated as well. To counter this, we can pull the file names from a HubDB table and package them into a zip folder on demand.   No more updating the same file in multiple places and the visitor has all the information they need to help them in their buyer's journey. ... Mostrar más