Sales Hub Tools

PaulDamen
Membre

Optional lines in Quotes

Dear all,

 

I was wondering if it is possible to create optional lines in quotes? Just to clarify, if we send a customer a quote, he or she gets the basics of what we discussed with pricing. But we also want them to allow to check add ons available on the quote, which then also calculates in the price before they accept.

 

So, for example:

Product 1.     500 euro

Product 2.     500 euro

 

Optional:

O.    Product 3      500 euro

X.    Product 4.     500 euro

X.    Product 5.     500 euro

 

TOTAL Quote.      2.000 euro

 

Does this functionality already exists, and if not, is this something on a roadmap somewhere?   

 

Best regards,

Paul

1 Réponse
bradytraeder
Contributeur

Optional lines in Quotes

Hey Paul,

 

check this thread and maybe re comment your idea if you could. Thanks! I agree with you on that idea. 

 

https://community.hubspot.com/t5/HubSpot-Ideas/Customize-Quote-template-appearance/idi-p/193644#comm...

0 Votes