Las grandes mentes piensan igual

Hey Team, posting this feedback on behalf of a customer who has been using the quotes tool for a while and wanted to share some potential improvements we can consider:   Firstly, there could be an improvement in the wording used under the module "Future payments summary"  The way that this section is worded could be misconstrued. If the quote states that "$ due 60 days after payment" but customer has found that the 60 days typically start only after the quote has been accepted. So the suggestion is that the workding here should be updated to "$ due 60 days after acceptance" of the quote. Secondly, being a SaaS company that uses subscriptions to sign up new customers, the limitations around automatically renewing subscriptions are frustrating. e.g. If a line item is added for a subscription, it starts as fixed number of payments. If we switch to "automatically renew", the term changes to 0. If we set the term back to 12 months again and try to add a delayed billing start date it changes to no longer being a subscription (changes to fixed # of payments 0 again) Would it be possible for us to review this to see if there could be a more straightforward manner in which we allow customers to customise and add in line items that have a set term of renewal that would also be automatically renewed? This would be helpful as it would clearly state to a customer how long they have their subscription active and how many months the payment is expected to last  Thirdly, it would also be great if we could look into building an "auto-save" feature for quotes that are being worked on It is easy to spend 20 minutes editing a quote and it is not automatically saved. If the window was accidentally closed or if the internet connecting was lost - all changes are lost. Or if someone else is editing a quote and I have it open, changes are overwritten. This feature would be useful as quotes typically take a while to finalise since sales reps might need to cross check the details nd ensure all information is in or correct  ... Mostrar más

Hi! Please make the eSignature Confirmation eMails editable. There is a lot of free space at the top and even a typo in the German Default ("anszeigen" > support is already informed to correct the typo). ... Mostrar más

This is a MUST have otherwise a mess. A PRODUCT has an Owner - a Company or a Contact. But the CRM coders forgot.   Please connect the two, the same way you allow Contacts to be assigned to Companies, you must allow Products to be assigned to Contacts and Companies.   In the past I used to create Products as contacts just to be able to have this feature. And today 2 yrs on still no fix   Thank You       ... Mostrar más

Quotes need to be able to be sent without just being a simple hyperlink. Customisable templates should be available. ... Mostrar más

Have the ability to set up a subscription with a recurring fee instead of just a one-time fee would be helpful. A workaround is to create a new line item that is recurring, however, this limits one to use a fixed-rate rather than be able to apply a percentage. Having the flexibility to apply a recurring percentage-based fee to subscriptions would be greatly appreciated! ... Mostrar más

It would be helpful for users to have the option to add the number of inventory when adding a product type like inventory for e-commerce in Hubspot. ... Mostrar más

I would lovethe ability to edit the text in a quote/proposal once it has been created in a deal.    I have created customized quote templates by product however, we often have some small edits that can vary by project thus, creating the need to alter the language a bit.    We would be able to use the quoting tool a lot more if we had this feature.   Thank you  ... Mostrar más

When creating modules for quote templates, we're given the option to add style fields within the module's definition. However, this doesn't work as expected as when editing the quote template in the Settings page, there is no option for us to leverage these style fields unlike what is available with the page editor experience.   Would be great to have this behaviour align across the platform so that we can have more granular styling adjustments within custom quote templates. ... Mostrar más

We have several clients who would benefit from the ability to add a Quickbooks account for each of their business units!    For folks who keep their accounting streams separate, this would be a very useful feature to ensure all their HubSpot Payments info would sync to the right Quickbooks account.     It would be awesome if we could just install a new QuickBooks app for each business unit, like you can currently do with the Zoom integration!  ... Mostrar más