Great minds think alike

when a deal is closed lost I'd like to ability to void a quote vs waiting for the deadline or deleting it altogether. If you delete the quote you lose the history of it existing.  ...read more

Hey team, Raising this for a customer. Currently when in quotes, we would only show the total price after discount. As such, if there are more than 1 unit, we won't be able to see the unit price after discount. This can be important for customers receiving the quote as they want to ensure that calculation is accurate. Thank you! ...read more

I set the frequency for 300 products the other day and wanted to change the frequency back to one-time. The only supported values are Monthly and Annually. I need to change the term to "blank" but import ignores blanks...   Help!   Hubspot Support advises 1) use the API, or 2) delete the products 20 at a time, then re-import with the desired billing frequency.   ...read more

I would like to be able to see property history for line items on deals.  Deletions, additions, changes in pricing, terms, etc..  Being able to view this information and see how a deal evolves would be very beneficial to our sales team.  ...read more

As a member of the revenue team, it'd be great to have a place for Payment Links on the Deal.   Ideally this association would happen automatically when a user checks out or that a HubSpot user can create one and associate with an open deal.   A place for that on the right hand sidebar would be helpful for easy access for teams of links sent out or documentation of agreements signed. ...read more

Is there a way or would it be possible to add the Buyer Company Logo to the customized quotes template. You have the option to choose Buyer Company Name, Buyer Company Main Address, Buyer Company city, state, zip, Buyer Company Country. Why not have the ability to select the logo, since logo's are part of the Company? ...read more

It would be nice if we could 'cancel' a payment link as opposed to 'deleting' it. This way we could keep a record of all our payment links, past a present.  ...read more

We're altering our service channels/model and are considering the ability to request a callback, as Hubspot do themselves. This isn't currently available through Hubspot functionality - could it be considered?  ...read more

Hi Everyone, I have an idea that would really help improve quote efficiency in sales teams. It is something we were able to do with out previous CRM. When we selected a model of machine we could press a button and it would pre-populate the quote with standard line items from the product library. It would be great to be able to the same in Hubspot where selecting the model could allow standard line items to be pre-selected when we come to add the parts from the product library. I am sure that a lot of businesses would benefit from this as it would significantly reduce the time taken for a salesperson to create a quotation. Our machines are made up of usually a minimum of 7 line items, often more so for the salesperson to not have to manually select every single item would be great.  ...read more