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How can I manage the product unit and display it on the documents? How should the unit (Piece, lump sum, hour) in which a service or item is offered be displayed in the quotation in Sales?   Every ERP or the other common CRM systems can map this in the standard system. I currently make do by always entering the text "The item is specified in xyz" by hand in the description of the product line.   Proposal: A new field on the product card and a standard column on the offer and invoice documents ... Afficher plus

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. ... Afficher plus

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?! ... Afficher plus

It would be great to have more control of Line Items. For example, having 200 Line Items on a Deal can cause trouble in case they need to be removed, because that can only be done manually or via API. ... Afficher plus

We wanted to use Hubspot invoices manually, since there are only little invoices we create per month with very high volume (hence to expensive with STRIPE). Now, as far as we understand dunning is a very dangerous process with lots of communication and fine tune involved. We ask ourselves if it wasn't a good idea to bring this process to Hubspot with sort of an invoice pipeline (likewhise deals or tickets). This could also involve credit notes and automated workflows such as notifications and dunning notice document creation. ... Afficher plus

Currently, there is no way you can create a cancellation note that equalizes / terminates an invoice. In Germany it is not enough to send an email to your customer letting them know the invoice is no longer due. There needs to be an official document (cancellation note) referring to the initial invoice. It should also be possible to create a cancellation note to only parts of the invoice. ... Afficher plus

We have over 700 SKUs of stocked product. I am OK putting the cost into each line but we see costs go up and down on nearly a monthly basis. Is there an easy way to adjust all 700 skus' costs up or down by x% in one shot, or do i have to manually do every single one?     ... Afficher plus

I have a client with the use case where we would ONLY like the Deal Amount to be updated by the values from Line Items.   We can create a Workflow to 'clear' the Amount of the Deal if it has no Line Items, but ideally just need a check box that allows you to define that the Deal 'Amount' should only ever be populated by its Line Items. ... Afficher plus

Currently it is possible to add a Product (from the Product Library) to a Deal, and modify its name.   It's not possible to restrict Name changes (as you can for other Properties) based on Profile or user. This means that Reports on Line Items in a Quote or sold may not be entirely accurate, since the Line Item names may not match if a user inadvertently makes a change. Whilst we can train users not to do that - preventions is better than cure 🤒   My client requires more control over who can make certain changes to the properties on a Line Item when being added to a Deal, but specifically the Name. Would love to see further functionality here to make Products/Line Items more robust please.   Please get in touch, HubSpot Product Manager, if you would like more details and use cases. Thanks in advance! ... Afficher plus