Great minds think alike

We're a Saas platform and we bill annually and renew automatically. Sometimes when people subscribe and commit for more than a years we do some discount for the first year. When we do the discount on the line item it goes for all the renew which is not good and when we do it in quotes it's for all items, which can't work because we only discount subscription and most people take some one-off like training or else.    So we have always some catch on to do between our reporting and the ARR and the real billing done.   Can you add maybe some parameters for the discount to choose for the all contract or only first / second etc years ?    I know some of us also do a decreasing way of billing and it could be interesting for them too. ...read more

Bonjour,  Ce serait top si la ligne TVA était tout le temps visible avec un % qu'on puisse paramétrer par défaut 🙏 ...read more

Right now it is only possible to add 1 percentage of tax to the whole quote. We work with products that have 0%, 6% and 15% taxes. I can't just add 15% tax to one item and 6% to the other if they are in the same in quote.   The only way possible now are these very non-optimal work-arounds: 1: I must add a new line item for every product in we have for example named 'tax line item A' with the percentage of tax that line item A has. Than i could add that to the quote aswell.   2: I have to send multiple quotes for line items with different taxes.   Both options are definitly not optimal and i would really like to see it getting fixed. Thanks! ...read more

Hello HubSpot Community and Developers,   I've noticed a limitation in the CRM: the inability to add custom columns to the products table in the company records' overview tab. My goal with this feature is to display custom fields information from products in the product history table at companies. This would allow for a more detailed and immediate overview of important product information without the need for additional navigation.   Given the Product History table is in beta, I understand there are limitations. However, the ability to customize this table by adding specific fields relevant to our business operations would significantly improve usability and efficiency.   I suggest considering the inclusion of a feature that allows users to add custom columns to the Product History table. This adjustment would be beneficial for users needing quick access to detailed product information directly from the company records overview.   I look forward to hearing the community's and the development team's thoughts on this suggestion.    ...read more

For some standard issue quote templates, it would save our teams time if we are able to build a quote from a workflow.  All of the field properties will be present on the quote template that are auto-populated and the line items selected ahead of time.  Once the deal meets a stage in the deal pipeline, the quote will be auto-created and initiate the review process for approval.  ...read more

We would like the ability for customers to be able to chose a quantity of specific line items on our quotes. For example, they might want to opt for an additional installation service for the hardware they are buying vs doing it themselves. There is a teasing column in the quote editor titled "Buyer selected Quantities" but we are not able to change this either through the UI or by using the `hs_allow_buyer_selected_quantity` field when raising one via the API. Having spoken to support, we gather this is available if you enable the payment links, but this limits it to customers who want to pay on-line. As a B2G business, we take precicely zero card payments - it's all done by bank transfer with the contract backed by a signed quote. We are requesting that the "Buyer selected Quantities" be available in the quote editor and via the API to let a customer change the numbers before finalising with an e-signature. ...read more

Would love the ability to add a custom button to the quote. We use a 3rd party payment software and want to make it more native.  ...read more

We would like to be able to revise a Quote even after it’s been accepted and to send it back out for signature to the original signer. This would essentially create multiple versions of the same instance of 1 Quote. For example, if a client accepts a Quote and pays the first invoice but then asks to add a new product later, we could edit the Quote and then request a new signature to create Version 2 of the Quote. The previous Version 1 would remain active and unchanged until a revised version is accepted by the other party signing. Below is an example of our previous CRM which allowed for creating multiple versions. https://www.loom.com/share/301518d605824c448c525d9ebbf626bf?sid=c1d462b9-6bc2-496e-ada7-b23814f89f46 Below is a full explanation of a Quote walkthrough and what I am hoping for with multi-version Quotes. https://www.loom.com/share/d21f5b0044d4425d871d6a287241d997 Thanks, Zach ...read more

We see discounted unit amount to be of interest for our customers. Product, unit price 10, units 10, total list price 100, discount 50%, discounted unit amount 5, total discounted amount 50, total net amount 50.   Currently what you get is a brief calculation history in the total column but we find that not very holistic. ...read more