Tool or Integration for Quoting

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Zakattack_89
Participant

We are thinking of making the switch from Salesforce to Hubspot Sales, one hiccup for our sales team. Currently, they are able to create a quote in Salesforce and come up with three prices (list price, distributor net and our cost). 

 

Does anyone know of a tool or integration that could help us accomplish this goal and integrate with Hubspot?

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1 Accepted solution

Accepted Solutions
Josh
Solution
Recognized Expert | Platinum Partner

Hi @Zakattack_89,

 

I was hoping I could find a way to use calculated properties within the HubSpot tools, but that's not going to work.

 

I'd suggest taking a look at PandaDoc as a start, but I'd be interested in recommendations from others on the community.

 

Josh




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post

3 Replies 3
Josh
Recognized Expert | Platinum Partner

Hi @Zakattack_89,

 

Is the distributor price consistent? For example, distributor price is always X% less list price? 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

0 Upvotes
Zakattack_89
Participant

We have different levels for distributors, but each level has a consistent %.

0 Upvotes
Josh
Solution
Recognized Expert | Platinum Partner

Hi @Zakattack_89,

 

I was hoping I could find a way to use calculated properties within the HubSpot tools, but that's not going to work.

 

I'd suggest taking a look at PandaDoc as a start, but I'd be interested in recommendations from others on the community.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post